WCM

Westend Capital Management Portfolio holdings

AUM $343M
1-Year Est. Return 81.49%
This Quarter Est. Return
1 Year Est. Return
+81.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$14.5M
3 +$10.5M
4
ASML icon
ASML
ASML
+$7.03M
5
VST icon
Vistra
VST
+$6.2M

Top Sells

1 +$12.4M
2 +$10.1M
3 +$7.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.79M
5
MSFT icon
Microsoft
MSFT
+$5.24M

Sector Composition

1 Technology 47.23%
2 Industrials 12.62%
3 Consumer Discretionary 10.64%
4 Energy 9.53%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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