WCM

Westend Capital Management Portfolio holdings

AUM $357M
1-Year Est. Return 67.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.2M
AUM Growth
-$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$2.44M
3
+$2.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.05M
5
BB icon
BlackBerry
BB
+$1.81M

Top Sells

1
+$2.2M
2
+$1.94M
3
+$1.8M
4
TIBX
TIBCO SOFTWARE INC
TIBX
+$1.53M
5
WFM
Whole Foods Market Inc
WFM
+$1.11M

Sector Composition

1 Communication Services 25.43%
2 Technology 18.04%
3 Energy 9.61%
4 Consumer Discretionary 9.47%
5 Healthcare 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
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