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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.67 | 0.67 | 0.00 |
Shares | 42.28 | 42.31 | 0.03 |
Bonds | 49.09 | 49.09 | 0.00 |
Convertible | 4.44 | 4.44 | 0.00 |
Preferred | 3.51 | 3.51 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.95 | 16.73 |
Price to Book | 3.06 | 2.51 |
Price to Sales | 2.08 | 1.77 |
Price to Cash Flow | 10.09 | 10.57 |
Dividend Yield | 3.57 | 2.56 |
5 Years Earnings Growth | 8.56 | 10.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.56 | 18.94 |
Financial Services | 14.56 | 15.22 |
Healthcare | 13.92 | 12.55 |
Energy | 9.32 | 6.39 |
Industrials | 9.25 | 11.11 |
Utilities | 6.91 | 3.77 |
Consumer Cyclical | 6.20 | 8.97 |
Real Estate | 5.38 | 6.54 |
Basic Materials | 4.61 | 4.18 |
Consumer Defensive | 3.10 | 7.27 |
Communication Services | 2.19 | 6.25 |
Number of long holdings: 131
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.36 | 446.95 | -1.30% | |
JPMorgan | US46625H1005 | 2.42 | 202.26 | +1.55% | |
Energy Transfer | US29273V1008 | 2.19 | 16.22 | +1.19% | |
Amgen | US0311621009 | 1.51 | 312.45 | -0.40% | |
JPMorgan Nasdaq Equity Premium Inc ETF | - | 1.48 | - | - | |
Bristol-Myers Squibb | US1101221083 | 1.45 | 41.52 | +0.02% | |
Goldman Sachs | US38141G1040 | 1.30 | 452.32 | +1.43% | |
Lowe’s | US5486611073 | 1.30 | 220.46 | +0.30% | |
Freeport-McMoran | US35671D8570 | 1.26 | 48.60 | +0.58% | |
IBM | US4592001014 | 1.24 | 172.95 | +1.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood SmallCap Value Institution | 476.55M | 0.49 | 1.76 | 7.97 | ||
Westwood Income Opportunity Instl | 383.37M | 2.71 | -0.21 | 4.65 | ||
Westwood LargeCap Value Institution | 205.31M | 3.28 | 8.82 | 9.07 | ||
Westwood SMidCap Institutional | 72.38M | 1.45 | 4.09 | 6.86 |
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