WCM

Westend Capital Management Portfolio holdings

AUM $343M
1-Year Est. Return 81.49%
This Quarter Est. Return
1 Year Est. Return
+81.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$4.5M
3 +$4.39M
4
SPLK
Splunk Inc
SPLK
+$4.03M
5
EBAY icon
eBay
EBAY
+$3.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.79%
2 Communication Services 15.42%
3 Consumer Staples 10.98%
4 Industrials 10.15%
5 Energy 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.84M 1.91%
+92,728
27
$1.82M 1.89%
+38,034
28
$1.81M 1.88%
+47,500
29
$1.73M 1.79%
+70,680
30
$1.71M 1.78%
+57,016
31
$1.61M 1.66%
+33,409
32
$1.44M 1.49%
+46,751
33
$1.39M 1.45%
+15,431
34
$1.32M 1.37%
+30,835
35
$1.17M 1.21%
+22,768
36
$1.1M 1.15%
+17,499
37
$1M 1.04%
+15,500
38
$974K 1.01%
+46,304
39
$828K 0.86%
+5,135
40
$714K 0.74%
+11,805
41
$605K 0.63%
+7,049
42
$587K 0.61%
+6,200
43
$505K 0.52%
+2,900
44
$469K 0.49%
+20,975
45
$394K 0.41%
+8,889
46
$348K 0.36%
+5,309
47
$341K 0.35%
+5,784
48
$327K 0.34%
+13,200
49
$284K 0.29%
+6,370
50
$261K 0.27%
+5,175