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
$91.6M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.53M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$2.36M
5
TXN icon
Texas Instruments
TXN
+$2.33M

Top Sells

1
+$2.28M
2
+$2.19M
3
+$2.15M
4
NBIS
Nebius Group N.V.
NBIS
+$1.94M
5
LVS icon
Las Vegas Sands
LVS
+$1.93M

Sector Composition

1 Communication Services 25.4%
2 Technology 17.6%
3 Financials 13.39%
4 Healthcare 10.62%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.76%
+17,125
27
$1.6M 1.74%
27,318
-36,783
28
$1.59M 1.74%
21,360
+11,490
29
$1.44M 1.57%
+17,080
30
$1.33M 1.46%
14,638
-12
31
$1.3M 1.42%
38,438
-320
32
$1.25M 1.36%
+31,953
33
$1.22M 1.33%
63,400
+825
34
$1.16M 1.26%
32,231
+8,759
35
$902K 0.98%
+10,920
36
$880K 0.96%
8,913
-21
37
$436K 0.48%
2,476
+81
38
$367K 0.4%
6,500
39
$354K 0.39%
6,858
40
$337K 0.37%
5,309
41
$253K 0.28%
+43,096
42
$230K 0.25%
4,200
43
$193K 0.21%
4,700
44
$184K 0.2%
+7,850
45
$177K 0.19%
+3,870
46
$171K 0.19%
+6,750
47
$163K 0.18%
+11,979
48
– –
0
49
$149K 0.16%
+1,736
50
$143K 0.16%
+4,431
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