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
$96.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$4.5M
3 +$4.39M
4
SPLK
Splunk Inc
SPLK
+$4.03M
5
EBAY icon
eBay
EBAY
+$3.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.79%
2 Communication Services 15.42%
3 Consumer Staples 10.98%
4 Industrials 10.15%
5 Energy 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$255K 0.26%
+21,462
52
$255K 0.26%
+2,355
53
$234K 0.24%
+9,775
54
$211K 0.22%
+10,090
55
$176K 0.18%
+8,030
56
$175K 0.18%
+2,000
57
$157K 0.16%
+5,000
58
$132K 0.14%
+3,750
59
$127K 0.13%
+3,490
60
$122K 0.13%
+805
61
$118K 0.12%
+4,200
62
$102K 0.11%
+1,200
63
$84K 0.09%
+6,000
64
$84K 0.09%
+5,964
65
$75K 0.08%
+632
66
$72K 0.07%
+4,834
67
$64K 0.07%
+870
68
0
69
$58K 0.06%
+7,032
70
$47K 0.05%
+650
71
$46K 0.05%
+550
72
0
73
$39K 0.04%
+780
74
$39K 0.04%
+1,000
75
$37K 0.04%
+1,000