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
$85.6M
AUM Growth
+$821K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$743K
3
+$711K
4
LUV icon
Southwest Airlines
LUV
+$528K
5
AAC
AAC Holdings
AAC
+$189K

Top Sells

1
+$1.66M
2
+$1.61M
3
+$480K
4
SPLK
Splunk Inc
SPLK
+$185K
5
PALI icon
Palisade Bio
PALI
+$94K

Sector Composition

1 Technology 18.38%
2 Communication Services 14.39%
3 Financials 12.39%
4 Healthcare 11.64%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.69%
15,829
-693
27
$1.42M 1.65%
55,779
+1,013
28
$1.42M 1.65%
40,902
-2,428
29
$1.39M 1.62%
13,120
-140
30
$1.38M 1.61%
90,535
+1,425
31
$1.33M 1.54%
54,660
+29,310
32
$1.32M 1.54%
30,564
+2,830
33
$1.31M 1.52%
76,839
-494
34
$1.28M 1.49%
23,565
-8,845
35
$1.26M 1.46%
61,620
+90
36
$1.19M 1.39%
14,631
37
$1.19M 1.39%
25,787
+317
38
$877K 1.02%
8,913
39
$743K 0.87%
+13,058
40
$437K 0.51%
7,450
+1,160
41
$430K 0.5%
6,500
42
$422K 0.49%
5,191
+845
43
$410K 0.48%
9,480
+2,025
44
$399K 0.46%
10,641
+1,805
45
$386K 0.45%
9,650
+1,285
46
$375K 0.44%
6,858
47
$373K 0.43%
2,410
+405
48
$349K 0.41%
6,945
+1,685
49
$347K 0.4%
5,100
+645
50
$345K 0.4%
12,563
+2,418
1
2
3 4