WCM

Westend Capital Management Portfolio holdings

AUM $333M
1-Year Est. Return 86.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.3M
3
+$7.85M
4
BIDU icon
Baidu
BIDU
+$7.48M
5
BA icon
Boeing
BA
+$2.55M

Top Sells

1
+$13.1M
2
+$10.9M
3
+$9.95M
4
VEEV icon
Veeva Systems
VEEV
+$8.08M
5
NTR icon
Nutrien
NTR
+$7.09M

Sector Composition

1 Industrials 26.82%
2 Technology 19.33%
3 Communication Services 15.7%
4 Consumer Discretionary 14.97%
5 Financials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$668K 0.19%
39,782
+477
27
$575K 0.17%
33,805
+1,568
28
$518K 0.15%
9,000
-1,760
29
$377K 0.11%
3,442
-32
30
$325K 0.09%
3,277
31
$315K 0.09%
340
+6
32
$296K 0.09%
3,525
33
$269K 0.08%
18,867
+1,012
34
$264K 0.08%
+6,843
35
$260K 0.08%
24,828
+645
36
$252K 0.07%
2,271
37
$243K 0.07%
363
38
$222K 0.06%
1,369
39
$211K 0.06%
14,813
+10,380
40
$177K 0.05%
266
+3
41
$169K 0.05%
906
+451
42
$168K 0.05%
1,180
43
$147K 0.04%
2,859
-28
44
$143K 0.04%
507
+13
45
$138K 0.04%
1,926
+60
46
$135K 0.04%
2,000
47
$133K 0.04%
218
48
$133K 0.04%
+913
49
$132K 0.04%
8,608
+310
50
$118K 0.03%
7,787
+178
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