WA

WestEnd Advisors Portfolio holdings

AUM $4.03B
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32T
AUM Growth
+$231B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$321B
2
+$286B
3
+$188B
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$184B
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$182B

Sector Composition

1 Financials 7.95%
2 Technology 4.39%
3 Consumer Discretionary 4.21%
4 Communication Services 4.2%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
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