WCM

Westend Capital Management Portfolio holdings

AUM $333M
1-Year Est. Return 86.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
-$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.4M
3
+$9.64M
4
HWM icon
Howmet Aerospace
HWM
+$9.1M
5
BA icon
Boeing
BA
+$7.74M

Top Sells

1
+$43M
2
+$23.5M
3
+$14.5M
4
ARM icon
Arm
ARM
+$11.5M
5
TSLA icon
Tesla
TSLA
+$10.6M

Sector Composition

1 Industrials 27.48%
2 Consumer Discretionary 14.89%
3 Technology 13.03%
4 Healthcare 12.02%
5 Energy 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$99 ﹤0.01%
1
227
$89 ﹤0.01%
2
228
$50 ﹤0.01%
1
229
$44 ﹤0.01%
1
230
$39 ﹤0.01%
2
231
$27 ﹤0.01%
27
232
$6 ﹤0.01%
15
233
– –
-379
234
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-512
235
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-131,424
236
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237
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-1,767
238
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-45
239
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240
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241
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242
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-44,961
243
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-4,160
245
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-1
246
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-54
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-27
248
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249
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-10,138
250
– –
-282
7 8 9
10
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