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
$263M
AUM Growth
-$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$9.3M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
BA icon
Boeing
BA
+$7.63M

Top Sells

1
+$36.8M
2
+$22.6M
3
+$14.5M
4
ARM icon
Arm
ARM
+$8.83M
5
TSLA icon
Tesla
TSLA
+$8.26M

Sector Composition

1 Industrials 27.48%
2 Consumer Discretionary 14.89%
3 Technology 13.03%
4 Healthcare 12.02%
5 Energy 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$798K 0.3%
1
27
$649K 0.25%
4,889
+2,800
28
$592K 0.23%
38,505
+5,921
29
$577K 0.22%
11,145
-3,536
30
$526K 0.2%
31,652
+3,633
31
$502K 0.19%
3,212
32
$461K 0.18%
5,135
+300
33
$343K 0.13%
14,789
34
$307K 0.12%
325
35
$289K 0.11%
3,524
36
$288K 0.11%
3,277
+5
37
$264K 0.1%
3,495
38
$235K 0.09%
1,416
-54
39
$229K 0.09%
17,358
-9,556
40
$225K 0.09%
7,636
41
$218K 0.08%
13,541
+1,230
42
$217K 0.08%
1,369
43
$206K 0.08%
1,230
+607
44
$201K 0.08%
357
-251
45
$174K 0.07%
339
+218
46
$162K 0.06%
289
-5
47
$160K 0.06%
+23,912
48
$158K 0.06%
1,180
49
$140K 0.05%
427
+32
50
$137K 0.05%
1,866
1
2
3 4 5