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
$325M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$13.7M
3 +$10.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.4M
5
DB icon
Deutsche Bank
DB
+$10.3M

Top Sells

1 +$15.5M
2 +$13.9M
3 +$11.2M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
GTLB icon
GitLab
GTLB
+$8M

Sector Composition

1 Industrials 25.26%
2 Technology 18.06%
3 Communication Services 12.35%
4 Energy 10.99%
5 Financials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TPL icon
251
Texas Pacific Land
TPL
$21.5B
-2,100
TSLA icon
252
Tesla
TSLA
$1.49T
-1
TSM icon
253
TSMC
TSM
$1.54T
-1
UA icon
254
Under Armour Class C
UA
$1.96B
-1,208
UAA icon
255
Under Armour
UAA
$2.03B
-1,200
VZ icon
256
Verizon
VZ
$172B
-133
SILA
257
Sila Realty Trust
SILA
$1.33B
-338