Portfolio (Quarterly)
Guide ↗
Westwood Wealth Management
· CIK 0001861125| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DJAN | FIRST TR EXCHNG TRADED FD VI | — | 39,315 | $1.7M | 1.28% | SOLD |
| 22 | VB | VANGUARD INDEX FDS | — | 5,180 | $1.3M | 1.00% | SOLD |
| 23 | SOXX | ISHARES TR | — | 4,413 | $1.3M | 1.00% | SOLD |
| 24 | SGOV | ISHARES TR | — | 12,313 | $1.2M | 0.93% | SOLD |
| 25 | SCHB | SCHWAB STRATEGIC TR | — | 46,656 | $1.2M | 0.92% | SOLD |
| 26 | SEIX | VIRTUS ETF TR II | — | 47,885 | $1.1M | 0.84% | SOLD |
| 27 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 1,825 | $1.1M | 0.80% | SOLD |
| 28 | IWF | ISHARES TR | — | 1,867 | $884K | 0.66% | SOLD |
| 29 | HD | HOME DEPOT INC | Consumer Cyclical | 2,555 | $879K | 0.66% | SOLD |
| 30 | BK | BANK NEW YORK MELLON CORP | Financial Services | 7,311 | $849K | 0.64% | SOLD |
| 31 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,687 | $848K | 0.64% | SOLD |
| 32 | QCOM | QUALCOMM INC | Technology | 4,910 | $840K | 0.63% | SOLD |
| 33 | IWM | ISHARES TR | — | 3,330 | $820K | 0.62% | SOLD |
| 34 | AZZ | AZZ INC | Industrials | 7,000 | $750K | 0.56% | SOLD |
| 35 | PFE | PFIZER INC | Healthcare | 29,234 | $728K | 0.55% | SOLD |
| 36 | NAN | NUVEEN NEW YORK QLT MUN INC | Financial Services | 63,700 | $717K | 0.54% | SOLD |
| 37 | BOND | PIMCO ETF TR | — | 7,498 | $701K | 0.53% | SOLD |
| 38 | DUHP | DIMENSIONAL ETF TRUST | — | 18,141 | $690K | 0.52% | SOLD |
| 39 | SCHF | SCHWAB STRATEGIC TR | — | 26,742 | $643K | 0.48% | SOLD |
| 40 | AOS | SMITH A O CORP | Industrials | 9,488 | $635K | 0.48% | SOLD |
Sector Allocation
Technology
69.6%
Communication Services
18.0%
Consumer Cyclical
6.5%
Financial Services
2.5%
Utilities
2.2%
Industrials
0.7%
Healthcare
0.3%
Consumer Defensive
0.2%
Energy
0.1%