WCM
Westend Capital Management Portfolio holdings
AUM
$343M
1-Year Est. Return
81.49%
1 Year Est. Return
+81.49%
AUM
$343M
AUM Growth
+$18.6M
(+5.7%)
Holding
279
Top Buys
| 1 | +$22.3M | |
| 2 | +$19.4M | |
| 3 | +$9.96M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$9.11M |
| 5 |
Boeing
BA
|
+$2.44M |
Top Sells
| 1 | +$13.1M | |
| 2 | +$10.9M | |
| 3 | +$8.99M | |
| 4 |
Veeva Systems
VEEV
|
+$8.08M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Church & Dwight Co
CHD
$21.4B
| – | – |
-42
|
|
||
277
AbbVie
ABBV
$409B
| – | – |
-10,530
|
|