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Westwood Wealth Management
RIA/Wealth
Westwood Wealth Management is a RIA/Wealth based in Los Angeles, CA led by Michael Andrew Puryear, reporting $338.8M in AUM as of Q3 2025 with 59% Technology concentration, 80% concentrated in top 10 holdings, 38% allocation to NVDA, and 59% technology allocation.
PresidentMichael Andrew Puryear
- Portfolio Value
- $272.7M
- Positions
- 46
- Top Holding
- NVDA at 38.33%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Westwood Wealth Management's portfolio (80.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $104.5M | 38.33% | -$19.6M Sold | 0.00% 560.2K shares | |
Internet Content & Information Communication Services | $20.0M | 7.33% | -$5.6M Sold | 0.00% 27.2K shares | |
Internet Content & Information Communication Services | $17.2M | 6.32% | +$697.0K Bought | 0.00% 70.9K shares | |
ETF ETF | $15.0M | 5.49% | -$5.4M Sold | — 109.1K shares | |
Semiconductors Technology | $13.2M | 4.84% | -$6.4M Sold | 0.00% 40.0K shares | |
Software - Infrastructure Technology | $12.9M | 4.73% | -$2.4M Sold | 0.00% 24.9K shares | |
Consumer Electronics Technology | $12.0M | 4.42% | -$17.7M Sold | 0.00% 47.3K shares | |
Regulated Electric Utilities | $8.4M | 3.08% | -$3.3M Sold | 0.05% 75.3K shares | |
ETF ETF | $7.8M | 2.87% | -$2.8M Sold | — 224.9K shares | |
Software - Infrastructure Technology | $7.7M | 2.81% | -$3.6M Sold | 0.00% 42.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Westwood Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+175.65% | |
+90.74% | |
+78.37% | |
+12.66% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Westwood Wealth Management
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