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Home > Institutional Investor > Westwood Wealth Management > Profile

Instuitional Investor - Westwood Wealth Management

Fund Profile
Filing Period:
Fund Name: Westwood Wealth Management
Portfolio Value $272,675,976
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 560,151 $104,512,974 38.33%
2.
Meta Platforms Inc.
 META 27,214 $19,985,417 7.33%
3.
Alphabet Inc.
 GOOGL 70,904 $17,236,762 6.32%
4.
Proshares Trust
 109,055 $14,962,346 5.49%
5.
Broadcom Inc.
 AVGO 39,975 $13,188,152 4.84%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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