Long-term investor

Westwood Wealth Management @westwoodwealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001861125).

Record

  • Tracked since 2025-06-30 (434 days), 284 trades recorded
  • Returns: week n/a · month n/a · 90 days +16.1% · 6 months +6.5% · 1 year +23.9% · all +23.9%
  • Max drawdown -10.3% · Sharpe 0.71 · win rate 15% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 32.3% · long · since 2025-06-30
  • SOXL · 13.5% · long · since 2025-06-30
  • GOOGL · 7.6% · long · since 2025-06-30
  • QLD · 6.1% · long · since 2025-06-30
  • AVGO · 4.9% · long · since 2025-06-30
  • META · 3.4% · long · since 2025-06-30
  • AAPL · 3.4% · long · since 2025-06-30
  • ARM · 3.0% · long · since 2025-06-30
  • SMH · 2.6% · long · since 2025-06-30
  • MSFT · 2.4% · long · since 2025-06-30
  • TSLA · 2.3% · long · since 2025-06-30
  • AMD · 2.1% · long · since 2025-06-30

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