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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 $231,917,233
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 696,424 $75,478,433 32.55%
2.
Apple Inc.
 AAPL 124,233 $27,595,876 11.9%
3.
Meta Platforms Inc.
 META 36,480 $21,025,613 9.07%
4.
Proshares Trust
 137,765 $12,244,553 5.28%
5.
Microsoft Corp
 MSFT 29,879 $11,216,278 4.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)