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
$86.7M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.52M
3
+$1.46M
4
PETX
Aratana Therapeutics, Inc.
PETX
+$1.34M
5
AXP icon
American Express
AXP
+$626K

Top Sells

1
+$3.09M
2
+$2.48M
3
+$2.05M
4
META icon
Meta Platforms (Facebook)
META
+$1.59M
5
BP icon
BP
BP
+$1.13M

Sector Composition

1 Communication Services 20.3%
2 Technology 16.71%
3 Financials 15.02%
4 Healthcare 11.56%
5 Industrials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1.75%
+84,455
27
$1.46M 1.68%
+34,376
28
$1.4M 1.61%
14,545
-2,535
29
$1.39M 1.6%
81,931
+18,531
30
$1.35M 1.56%
14,638
31
$1.34M 1.55%
28,752
-22,450
32
$1.34M 1.55%
+75,210
33
$1.34M 1.54%
16,200
-30,041
34
$1.33M 1.53%
32,600
+647
35
$1.24M 1.43%
29,513
-2,718
36
$1.12M 1.29%
13,070
-4,055
37
$932K 1.07%
8,913
38
$435K 0.5%
+10,780
39
$420K 0.48%
2,181
-295
40
$412K 0.48%
6,500
41
$386K 0.45%
4,741
+3,005
42
$372K 0.43%
6,858
43
$365K 0.42%
5,309
44
$273K 0.31%
+4,125
45
$269K 0.31%
41,544
-1,552
46
$211K 0.24%
4,700
47
$191K 0.22%
3,870
48
$184K 0.21%
2,660
+585
49
$171K 0.2%
11,658
-321
50
$165K 0.19%
4,200
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2
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