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
$86.7M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.52M
3
+$1.46M
4
PETX
Aratana Therapeutics, Inc.
PETX
+$1.34M
5
AXP icon
American Express
AXP
+$626K

Top Sells

1
+$3.09M
2
+$2.48M
3
+$2.05M
4
META icon
Meta Platforms (Facebook)
META
+$1.59M
5
BP icon
BP
BP
+$1.13M

Sector Composition

1 Communication Services 20.3%
2 Technology 16.71%
3 Financials 15.02%
4 Healthcare 11.56%
5 Industrials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$152K 0.18%
2,325
+1,975
52
$149K 0.17%
4,431
53
$141K 0.16%
2,255
+2,025
54
– –
0
55
$131K 0.15%
2,366
56
$128K 0.15%
+3,036
57
$115K 0.13%
1,362
58
$92K 0.11%
+2,115
59
$87K 0.1%
3,000
60
$86K 0.1%
3,376
61
$80K 0.09%
935
62
$79K 0.09%
2,503
-35,935
63
$77K 0.09%
+12,230
64
$75K 0.09%
1,725
65
$71K 0.08%
5,971
66
$70K 0.08%
3,133
67
$67K 0.08%
4,917
-123
68
$63K 0.07%
3,000
-4,850
69
$45K 0.05%
+835
70
$43K 0.05%
363
-25
71
$40K 0.05%
+420
72
$35K 0.04%
+1,585
73
$33K 0.04%
350
74
$33K 0.04%
2,420
-56
75
$32K 0.04%
+525
1 2
3
4 5