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  Name: Westwood Wealth Management
  City: Los Angeles
  State: CA
  Zip: 90025
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $203,813,000
  Total Value Change : $74,216,000
  Securities Held Change : 3
   
All Securities Held : 36
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc Closed $221.50 $0 0 0% -291,000 -1,125 0    Biotechnology
   (GM)1 Year Chart         GM General Motors Co Closed $42.66 $0 0 0% -333,000 -9,265 0    Auto Manufacturers
   (BX)1 Year Chart         BX Blackstone Group LP Closed $120.62 $0 0 0% -939,000 -7,175 0    Asset Management

      3 Records Found
  1    
Page 1 of 1
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