WCM
Westend Capital Management Portfolio holdings
AUM
$325M
1-Year Return
70.37%
This Quarter Return
+33.63%
1 Year Return
+70.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$258M
AUM Growth
–
Cap. Flow
+$258M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.54%
Holding
336
New
314
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$30.2M |
| 2 |
Meta Platforms (Facebook)
META
|
$20.6M |
| 3 |
Uber
UBER
|
$17.4M |
| 4 |
Freeport-McMoran
FCX
|
$13.7M |
| 5 |
Microsoft
MSFT
|
$11.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 40.81% |
| 2 | Communication Services | 14.07% |
| 3 | Industrials | 11.67% |
| 4 | Energy | 10.14% |
| 5 | Consumer Discretionary | 7.22% |
