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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 : 3
  Closed Positions : 3
  Increased Positions : 18
  Unchanged Positions : 4
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  Decreased 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
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 1 - $898.78 $67,590,000 74,804 33.16% 29,831,000 -1,443 0.003    Semiconductor - Speci...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 14 - $208.63 $3,553,000 15,790 1.74% 757,000 -200 0.018    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 18 - $133.97 $1,628,000 12,055 0.8% 46,000 -830 0.006    Closed - End Fund - E...
   (UNP)1 Year Chart         UNP Union Pacific Corp 19 - $247.40 $1,361,000 5,535 0.67% -8,000 -40 0.001    Railroads
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 21 - $520.84 $1,177,000 2,251 0.58% -62,000 -355 0    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 23 - $170.29 $1,011,000 6,640 0.5% 2,000 -520 0    Search Engines & Info...
   (FDX)1 Year Chart         FDX Fedex Corp 25 - $265.73 $706,000 2,435 0.35% 65,000 -100 0.001    AirDelivery & Freight...
   (DIS)1 Year Chart         DIS Walt Disney Co 26 - $105.79 $657,000 5,370 0.32% 154,000 -200 0    Entertainment - Diver...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 29 - $198.77 $558,000 2,787 0.27% 67,000 -100 0    Domestic Money Center...
   (SQ)1 Year Chart         SQ Square Inc 32 - $71.31 $386,000 4,560 0.19% -241,000 -3,550 0.001    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 33 - $182.08 $374,000 2,208 0.18% -72,000 -875 0    Communication Equipment

      11 Records Found
  1    
Page 1 of 1
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