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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 $352,847,577
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 543,199 $124,055,793 35.16%
2.
Direxion Shares E T F Trust
 TZA 178,465 $26,387,838 7.48%
3.
Alphabet Inc.
 GOOGL 72,929 $25,093,411 7.11%
4.
Proshares Trust
 TQQQ 217,625 $20,815,839 5.9%
5.
Broadcom Inc.
 AVGO 43,290 $15,203,024 4.31%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.