WCM
Westend Capital Management Portfolio holdings
AUM
$357M
1-Year Est. Return
67.23%
1 Year Est. Return
+67.23%
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
TransDigm Group
TDG
$81.7B
| – | – |
-3
|
|
||
277
Vale
VALE
$62.4B
| – | – |
-4,923
|
|
||
|
278
Veeva Systems
VEEV
$36.5B
| – | – |
-28,055
|
|
||
279
Hartford Financial Services
HIG
$36.1B
| – | – |
-29
|
|