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

Top Buys

1
+$12M
2
+$10.5M
3
+$9.59M
4
INTU icon
Intuit
INTU
+$9.32M
5
DB icon
Deutsche Bank
DB
+$9.26M

Top Sells

1
+$14.9M
2
+$13.7M
3
+$11.7M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
GTLB icon
GitLab
GTLB
+$8.11M

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
251
– –
-6,300
252
– –
-1
253
– –
-1
254
– –
-1,208
255
– –
-133
256
– –
-338
257
– –
-1,200
7 8 9 10
11