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WESTWOOD WEALTH MANAGEMENT 13F portfolio summary

WESTWOOD WEALTH MANAGEMENT of WESTWOOD WEALTH MANAGEMENT has 42 current stock holdings with a reported portfolio value of $254.8M. The portfolio 1 year return is +54.21%. Top holdings include QQQ (0.00%), SPY (0.00%), NVDA (39.16%), GOOGL (8.52%), META (6.10%).

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WESTWOOD WEALTH MANAGEMENT

WESTWOOD WEALTH MANAGEMENT
Latest filing: 2026-03-31

WESTWOOD WEALTH MANAGEMENT runs WESTWOOD WEALTH MANAGEMENT and currently holds 42 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $254.82M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WESTWOOD WEALTH MANAGEMENT ranks #75 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WESTWOOD WEALTH MANAGEMENT's portfolio at WESTWOOD WEALTH MANAGEMENT has delivered returns of +54.21%. Their 3-year annualized return is +185.98%. Looking at the 5-year horizon, WESTWOOD WEALTH MANAGEMENT has achieved +178.38% annualized returns at WESTWOOD WEALTH MANAGEMENT.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+54.21%
#153/1000
3 Year
+185.98%
#67/1000
5 Year
+178.38%
#72/1000

Portfolio Value

$254.82M

Alpha Score

137.8

#75 of 1000

Holdings

42

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change