WESTWOOD WEALTH MANAGEMENT
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.
Portfolio Value
$254.82M
Alpha Score
137.8
#75 of 1000
Holdings
42
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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