Westwood Capital Appreciation and Income Fund Institutional Class (WLVIX) is a Allocation--50% to 70% Equity fund with $139.59 Million in assets. The fund allocates 20.79% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Apple, Inc. at 3.77% of total assets. This is followed by Microsoft Corporation (2.95%) and Energy Transfer, L.P. (2.33%).