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