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
251
$58 ﹤0.01%
2
252
$58 ﹤0.01%
1
253
$48 ﹤0.01%
1
254
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267
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$0 ﹤0.01%
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8 9 10
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