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
$285M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.19M
3
+$8.04M
4
DUOL icon
Duolingo
DUOL
+$2.54M
5
AXP icon
American Express
AXP
+$2.13M

Top Sells

1
+$9.95M
2
+$8.41M
3
+$7.49M
4
NOW icon
ServiceNow
NOW
+$4.82M
5
ACMR icon
ACM Research
ACMR
+$4.8M

Sector Composition

1 Technology 47.79%
2 Communication Services 10.99%
3 Industrials 10.79%
4 Energy 9.79%
5 Financials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$99.8K 0.04%
376
52
$97.9K 0.03%
250
53
$97.5K 0.03%
623
-129
54
$90K 0.03%
497
55
$84.7K 0.03%
209
+17
56
$81K 0.03%
324
-61
57
$79.3K 0.03%
541
+1
58
$78.8K 0.03%
689
59
$71.5K 0.03%
1,291
-176
60
$69K 0.02%
4,324
-494
61
$62.3K 0.02%
3,520
-561,906
62
$56.4K 0.02%
503
63
$55K 0.02%
129
64
$53.8K 0.02%
503
65
$49.9K 0.02%
+1,767
66
$48.6K 0.02%
648
-132
67
$47.9K 0.02%
262
-45,949
68
$47.9K 0.02%
294
+51
69
$46.7K 0.02%
3,032
-593
70
$46.3K 0.02%
1,157
-120
71
$40.4K 0.01%
275
72
$37.5K 0.01%
238
-92
73
$33.9K 0.01%
43
-6,108
74
$33.9K 0.01%
1,980
-2,174
75
$32.8K 0.01%
1,048
-200
1 2
3
4 5