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
$343M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.3M
3
+$7.85M
4
BIDU icon
Baidu
BIDU
+$7.48M
5
BA icon
Boeing
BA
+$2.55M

Top Sells

1
+$13.1M
2
+$10.9M
3
+$9.95M
4
VEEV icon
Veeva Systems
VEEV
+$8.08M
5
NTR icon
Nutrien
NTR
+$7.09M

Sector Composition

1 Industrials 26.82%
2 Technology 19.33%
3 Communication Services 15.7%
4 Consumer Discretionary 14.97%
5 Financials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.23K ﹤0.01%
8
227
$1.22K ﹤0.01%
4
228
$1.2K ﹤0.01%
46
229
$1.12K ﹤0.01%
30
230
$1.1K ﹤0.01%
5
231
$1.05K ﹤0.01%
5
232
$1.03K ﹤0.01%
20
233
$1.03K ﹤0.01%
25
234
$1.01K ﹤0.01%
12
-38
235
$977 ﹤0.01%
195
236
$972 ﹤0.01%
26
237
$894 ﹤0.01%
70
-5,108
238
$696 ﹤0.01%
+38
239
$689 ﹤0.01%
30
240
$671 ﹤0.01%
10
241
$553 ﹤0.01%
3
242
$436 ﹤0.01%
10
243
$250 ﹤0.01%
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244
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78
245
$199 ﹤0.01%
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246
$192 ﹤0.01%
2
247
$158 ﹤0.01%
1
248
$156 ﹤0.01%
1
249
$115 ﹤0.01%
1
250
$90 ﹤0.01%
2
8 9
10
11 12