Portfolio (Quarterly)
Guide ↗
Westwood Wealth Management
· CIK 0001861125| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,542 | $221K | 0.17% | SOLD |
| 82 | AXP | AMERICAN EXPRESS CO | Financial Services | 586 | $217K | 0.16% | SOLD |
| 83 | OWL | BLUE OWL CAPITAL INC | Financial Services | 14,427 | $216K | 0.16% | SOLD |
| 84 | T | AT&T INC | Communication Services | 8,474 | $210K | 0.16% | SOLD |
| 85 | LMT | LOCKHEED MARTIN CORP | Industrials | 423 | $205K | 0.15% | SOLD |
| 86 | VO | VANGUARD INDEX FDS | — | 696 | $202K | 0.15% | SOLD |
| 87 | CSCO | CISCO SYS INC | Technology | 2,619 | $202K | 0.15% | SOLD |
| 88 | ESOA | ENERGY SVCS ACQUISITION CORP | Industrials | 17,382 | $142K | 0.11% | 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%