This week, I'm looking for the sixth financial services representative of seven for my Ivy portfolio.

That financial sector includes twenty industries ranging from Asset Management to 8 kinds of Banks, Credit, Exchanges, 6 kinds of Insurance, Savings, and all such financial concerns.

Today I'm reviewing an asset management firm named Westwood Holdings Group Inc. Their trading ticker symbol is WHG.

Westwood Holdings Group Inc through its subsidiaries is engaged in managing investment assets and providing services for its clients.

The company operates its business through the Advisory and Trust segments. Its advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment.

The Trust segment offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. It generates maximum revenue from the Advisory segment. The company has a presence in Asia, Australia, Canada, Europe, and the United States.

Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

I use three key data points to gauge dividend paying equities or funds like Westwood Holdings Group Inc:

(1) Price

(2) Dividends

(3) Returns

Besides those three, several other keys will finally unlock an equity or fund in which to invest.

Those three basic keys, however, best tell whether a company has made, is making, and will make money.

WHG Price

Westwood's price per share closed at $31.62 yesterday. A year ago its price was $58.86. Price fell $27.24 or 46.28% in the past year.

Assuming Westwood's stock trades in the range of $30.00 to $50.00 this year, Westwood's recent $31.62 price could rise by $1.38 and go to $33.00 by late June 2020.

WHG Dividends

Westwood's most recent quarterly dividend was $0.72 payable July 1st.

That $0.72 Q payout equates to an annual dividend of $2.88 which produces a yield of 9.11% based on yesterday's $31.62 closing price.

Gains For WHG?

Adding the $2.88 annual estimated dividend to my $1.38 estimate of Westwood's price upside shows a $4.26 potential gross annual gain, per share, which will be reduced by costs to trade those shares.

Say we pay a little over $1,000.00 today at the $31.62 recent stock price would buy 32 Westwood Holdings Group Inc shares.

A $10 broker fee paid half at purchase and half at sale will cost us $0.31 per share.

Subtract that $0.31 brokerage cost from the estimated $4.26 gross annual gain leaves a net gain of $3.95 X 32 shares = $126.40 or a 12.6% net gain on a $1,011.84 investment.

Therefore, Westwood Holdings Group Inc whose trading ticker symbol is WHG now shows a possible net gain of 12.5% including a 9.11% dividend yield.

No brokers track Westwood Holdings Group Inc. stock:

So I get no flack from the pros for my estimated price for WHG.

Therefore, you can look at Westwood Holdings Group Inc. and see it has made money, is making money, and could net an 12.6% gain including a 9.11% dividend yield. It could be more, it could be less.

The above speculation is based on past year performance. The actual results remain to be seen to determine if Westwood Holdings Group Inc. is worth your time and money.