WCM

Westend Capital Management Portfolio holdings

AUM $357M
1-Year Est. Return 67.23%
This Quarter Est. Return
1 Year Est. Return
+67.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.7M
3
+$10.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.4M
5
DB icon
Deutsche Bank
DB
+$10.3M

Top Sells

1
+$15.5M
2
+$13.9M
3
+$11.2M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
GTLB icon
GitLab
GTLB
+$8M

Sector Composition

1 Industrials 25.26%
2 Technology 18.06%
3 Communication Services 12.35%
4 Energy 10.99%
5 Financials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$939K 0.29%
102,183
+8,035
27
$729K 0.22%
1
28
$688K 0.21%
14,700
-89
29
$659K 0.2%
39,305
+800
30
$657K 0.2%
4,832
-57
31
$585K 0.18%
10,760
-385
32
$539K 0.17%
32,237
+585
33
$390K 0.12%
1,902
-67,637
34
$331K 0.1%
334
+9
35
$325K 0.1%
3,474
-21
36
$307K 0.09%
3,277
37
$279K 0.09%
3,525
-1,610
38
$252K 0.08%
2,271
-139,795
39
$249K 0.08%
1,369
40
$248K 0.08%
17,855
+497
41
$225K 0.07%
363
+6
42
$215K 0.07%
13,807
+266
43
$201K 0.06%
24,183
+271
44
$163K 0.05%
263
-26
45
$157K 0.05%
1,180
46
$135K 0.04%
2,887
-17
47
$134K 0.04%
8,298
+199
48
$131K 0.04%
1,866
49
$131K 0.04%
7,609
+2,538
50
$130K 0.04%
+2,247
1
2
3 4 5