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
$285M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.19M
3
+$8.04M
4
DUOL icon
Duolingo
DUOL
+$2.54M
5
AXP icon
American Express
AXP
+$2.13M

Top Sells

1
+$9.95M
2
+$8.41M
3
+$7.49M
4
NOW icon
ServiceNow
NOW
+$4.82M
5
ACMR icon
ACM Research
ACMR
+$4.8M

Sector Composition

1 Technology 47.79%
2 Communication Services 10.99%
3 Industrials 10.79%
4 Energy 9.79%
5 Financials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.47%
11,585
-113
27
$784K 0.28%
14,194
+6,672
28
$610K 0.21%
1
29
$605K 0.21%
4,731
-36
30
$593K 0.21%
3,212
-136
31
$433K 0.15%
45,640
+38,022
32
$330K 0.12%
15,674
-484
33
$281K 0.1%
3,272
-166
34
$275K 0.1%
325
-7
35
$261K 0.09%
14,679
+1,942
36
$246K 0.09%
3,524
37
$222K 0.08%
3,680
-111
38
$216K 0.08%
2,089
+2,032
39
$207K 0.07%
1,416
-11
40
$175K 0.06%
7,636
41
$164K 0.06%
3,061
-95
42
$155K 0.05%
420
43
$148K 0.05%
4,160
44
$142K 0.05%
1,180
45
$138K 0.05%
251
46
$136K 0.05%
1,866
-153
47
$129K 0.05%
395
48
$128K 0.05%
9,496
-1,527
49
$122K 0.04%
1,200
50
$109K 0.04%
2,000
1
2
3 4 5