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
$3.32T
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
State Street Health Care Select Sector SPDR ETF
XLV
+$184B
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
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%
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