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
$73.1M
AUM Growth
+$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.48M
3
+$1.42M
4
NFLX icon
Netflix
NFLX
+$1.37M
5
XYZ
Block Inc
XYZ
+$1.35M

Top Sells

1
+$2.24M
2
+$1.76M
3
+$1.58M
4
RH icon
RH
RH
+$1.48M
5
PARA
Paramount Global Class B
PARA
+$1.46M

Sector Composition

1 Technology 24.91%
2 Communication Services 16.93%
3 Financials 12.03%
4 Industrials 10.41%
5 Healthcare 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.81%
17,291
-16,775
27
$1.27M 1.74%
35,186
+2,641
28
$1.24M 1.7%
33,263
+18,495
29
$1.22M 1.66%
64,610
+1,250
30
$1.1M 1.5%
14,084
31
$1.07M 1.46%
46,356
+19,361
32
$930K 1.27%
63,537
+1,466
33
$919K 1.26%
+5,760
34
$891K 1.22%
+58,780
35
$889K 1.22%
19,092
+10,605
36
$878K 1.2%
+14,350
37
$805K 1.1%
+25,880
38
$680K 0.93%
123,190
+33,410
39
$488K 0.67%
+35,670
40
$478K 0.65%
24,152
+8,045
41
$473K 0.65%
4,826
42
$403K 0.55%
6,500
43
$391K 0.54%
3,615
-3,530
44
$360K 0.49%
3,514
45
$346K 0.47%
6,858
46
$324K 0.44%
5,309
47
$324K 0.44%
5,675
+1,585
48
$323K 0.44%
1,456
-25
49
$294K 0.4%
4,975
50
$274K 0.38%
41,856
-16
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