Portfolio Holdings & Fund Performance - Westwood Wealth Management

List of top 200 securities held by Westwood Wealth Management:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Quarter: 2024Q4
Report Date Time: 2025-02-13 08:30:55
Total Holdings: 48
Assets Under Management (AUM) :
$276,832,480 ($276.83M)
Reporting Manager: Michael Puryear
Address:

11100 Santa Monica Blvd., Suite 780
Los Angeles, CA 90025

Since : total money flow = , gains and losses =
Select filters:
×

ERROR