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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 $254,820,888
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 563,747 $98,317,473 38.58%
2.
Alphabet Inc.
 GOOGL 74,368 $21,385,262 8.39%
3.
Meta Platforms Inc.
 META 26,763 $15,311,909 6.01%
4.
Broadcom Inc.
 AVGO 44,715 $13,839,740 5.43%
5.
Proshares Trust
 216,730 $13,220,530 5.19%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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