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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 $129,713,401
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 76,247 $37,759,039 29.1%
2.
Apple Inc.
 AAPL 151,640 $29,195,249 22.5%
3.
Proshares Trust
 123,680 $9,399,680 7.24%
4.
Microsoft Corp
 MSFT 24,211 $9,104,304 7.01%
5.
Broadcom Inc.
 AVGO 4,800 $5,358,000 4.13%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)