WA

WestEnd Advisors Portfolio holdings

AUM $4.28B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.39B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$424M
2
+$390M
3
+$302M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$259M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$226M

Top Sells

1
+$34M
2
+$203K
3
+$167K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$138K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$134K

Sector Composition

1 Healthcare 5.38%
2 Technology 4.88%
3 Communication Services 3.53%
4 Consumer Discretionary 2.43%
5 Financials 2.15%
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