WCM

Westend Capital Management Portfolio holdings

AUM $357M
1-Year Est. Return 67.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$7.32M
3
+$6.18M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.34M
5
ZTS icon
Zoetis
ZTS
+$5.2M

Top Sells

1
+$13.1M
2
+$7.86M
3
+$7.61M
4
SMCI icon
Super Micro Computer
SMCI
+$6.95M
5
LLY icon
Eli Lilly
LLY
+$6.94M

Sector Composition

1 Technology 40.68%
2 Industrials 13.08%
3 Energy 9.54%
4 Consumer Discretionary 9.39%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.29K ﹤0.01%
11
227
$1K ﹤0.01%
6
-121
228
$782 ﹤0.01%
12
229
$703 ﹤0.01%
50
-907
230
$692 ﹤0.01%
3
231
$332 ﹤0.01%
78
232
$311 ﹤0.01%
3
-53,585
233
$188 ﹤0.01%
1
234
$146 ﹤0.01%
15
235
$127 ﹤0.01%
2
236
$124 ﹤0.01%
1
237
$113 ﹤0.01%
1
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$96 ﹤0.01%
1
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$80 ﹤0.01%
2
240
$52 ﹤0.01%
27
241
$52 ﹤0.01%
1
242
$51 ﹤0.01%
1
243
$36 ﹤0.01%
2
244
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245
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247
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248
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0
250
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0
7 8 9
10
11