WCM
Westend Capital Management Portfolio holdings
AUM
$333M
1-Year Est. Return
86.16%
This Fund
S&P 500
1 Year Est. Return
+86.16%
AUM
$333M
AUM Growth
-$23.7M
(-6.6%)
Holding
284
Top Buys
| 1 | +$10.4M | |
| 2 | +$8.58M | |
| 3 | +$6.52M | |
| 4 |
Fluor
FLR
|
+$4.21M |
| 5 |
Deutsche Bank
DB
|
+$362K |
Top Sells
| 1 | +$14.4M | |
| 2 | +$12.1M | |
| 3 | +$11.5M | |
| 4 |
UiPath
PATH
|
+$8.97M |
| 5 |
Eli Lilly
LLY
|
+$8.22M |
Sector Composition
| 1 | Industrials | 25.95% |
| 2 | Energy | 22.19% |
| 3 | Materials | 12.12% |
| 4 | Financials | 10.59% |
| 5 | Technology | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Principal Financial Group
PFG
$20.8B
| – | – |
-80
|
|
||
277
Invesco QQQ Trust
QQQ
$420B
| – | – |
-109
|
|
||
278
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.58B
| – | – |
-1,843
|
|
||
279
Southern Company
SO
$105B
| – | – |
-156
|
|
||
280
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.6B
| – | – |
-3,346
|
|
||
281
AT&T
T
$183B
| – | – |
-139
|
|
||
282
Thermo Fisher Scientific
TMO
$195B
| – | – |
-14
|
|
||
283
Trane Technologies
TT
$106B
| – | – |
-14
|
|
||
284
Uber
UBER
$158B
| – | – |
-275
|
|