Westwood Capital Appreciation Inc A (WWTAX) - Allocation--50% to 70% Equity fund with $120.43 Million in assets. The fund allocates 20.79% of its portfolio to its top 10 holdings.
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%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Apple, Inc. | 3.77% | - | - |
| Microsoft Corporation | 2.95% | - | - |
| Energy Transfer, L.P. | 2.33% | - | - |
| JPMorgan Chase Company | 2.15% | - | - |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR | 1.94% | - | - |
| Wells Fargo Company | 1.92% | - | - |
| Amgen, Inc. | 1.49% | - | - |
| ASML Holding N.V. - NY Registry Shares | 1.42% | - | - |
| FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U | 1.42% | - | - |
| Walmart, Inc. | 1.40% | - | - |