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
$91.6M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.53M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$2.36M
5
TXN icon
Texas Instruments
TXN
+$2.33M

Top Sells

1
+$2.28M
2
+$2.19M
3
+$2.15M
4
NBIS
Nebius Group N.V.
NBIS
+$1.94M
5
LVS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$141K 0.15%
2,075
-885
52
$111K 0.12%
+2,366
53
$108K 0.12%
+1,200
54
$96K 0.1%
+1,362
55
$87K 0.09%
+3,376
56
$85K 0.09%
+3,000
57
$75K 0.08%
+3,133
58
$71K 0.08%
+1,725
59
$71K 0.08%
+5,971
60
$71K 0.08%
+935
61
$63K 0.07%
+5,040
62
$59K 0.06%
+388
63
$31K 0.03%
+2,476
64
$30K 0.03%
+580
65
$29K 0.03%
+350
66
$24K 0.03%
+3,516
67
$24K 0.03%
330
-3,781
68
$22K 0.02%
+2,760
69
$21K 0.02%
+1,400
70
$20K 0.02%
+275
71
$19K 0.02%
+300
72
$19K 0.02%
+350
73
$18K 0.02%
+135
74
$17K 0.02%
+220
75
$16K 0.02%
+233
1 2
3
4 5