WCM
Westend Capital Management Portfolio holdings
AUM
$325M
1-Year Return
70.37%
This Quarter Return
+1.91%
1 Year Return
+70.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.6M
AUM Growth
+$7.61M
(+9.1%)
Cap. Flow
+$8.78M
Cap. Flow
% of AUM
9.59%
Top 10 Holdings %
Top 10 Hldgs %
43.99%
Holding
111
New
54
Increased
20
Reduced
9
Closed
15
Top Buys
| 1 |
Apple
AAPL
|
$2.95M |
| 2 |
Wells Fargo
WFC
|
$2.53M |
| 3 |
Verizon
VZ
|
$2.46M |
| 4 |
Walt Disney
DIS
|
$2.36M |
| 5 |
Texas Instruments
TXN
|
$2.33M |
Top Sells
| 1 |
LyondellBasell Industries
LYB
|
$2.28M |
| 2 |
Sensata Technologies
ST
|
$2.19M |
| 3 |
DISH
DISH Network Corp.
DISH
|
$2.15M |
| 4 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
$1.94M |
| 5 |
Las Vegas Sands
LVS
|
$1.93M |
Sector Composition
| 1 | Communication Services | 25.4% |
| 2 | Technology | 17.6% |
| 3 | Financials | 13.39% |
| 4 | Healthcare | 10.62% |
| 5 | Industrials | 6.58% |
