WA
WestEnd Advisors Portfolio holdings
AUM
$4.03B
1-Year Return
16.84%
This Quarter Return
-0.5%
1 Year Return
+16.84%
3 Year Return
+52.53%
5 Year Return
+81.57%
10 Year Return
+163.89%
AUM
$3.32T
AUM Growth
+$231B
(+7.5%)
Cap. Flow
-$3.09T
Cap. Flow
% of AUM
-93.05%
Top 10 Holdings %
Top 10 Hldgs %
63.07%
Holding
390
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
Sector Composition
| 1 | Financials | 7.95% |
| 2 | Technology | 4.39% |
| 3 | Consumer Discretionary | 4.21% |
| 4 | Communication Services | 4.2% |
| 5 | Healthcare | 3.93% |
