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
$292M
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$8.4M
3
+$6.79M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$6.75M
5
ZTS icon
Zoetis
ZTS
+$5.51M

Top Sells

1
+$14.5M
2
+$8.46M
3
+$8.39M
4
SMCI icon
Super Micro Computer
SMCI
+$6.95M
5
LLY icon
Eli Lilly
LLY
+$6.83M

Sector Composition

1 Technology 40.68%
2 Industrials 13.08%
3 Energy 9.54%
4 Consumer Discretionary 9.39%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$146K 0.05%
1,200
52
$137K 0.05%
395
53
$131K 0.04%
9,496
54
$125K 0.04%
2,000
55
$123K 0.04%
1,866
56
$114K 0.04%
+6,877
57
$111K 0.04%
365
+41
58
$106K 0.04%
250
59
$98K 0.03%
497
60
$96.2K 0.03%
209
61
$91.7K 0.03%
623
62
$91.5K 0.03%
541
63
$87.3K 0.03%
1,748
-290,913
64
$81.7K 0.03%
+370
65
$80.3K 0.03%
503
66
$74.8K 0.03%
+1,200
67
$72.5K 0.02%
689
68
$65.1K 0.02%
4,324
69
$65K 0.02%
3,520
70
$62.3K 0.02%
+220
71
$60.6K 0.02%
129
72
$60.5K 0.02%
503
73
$52.8K 0.02%
1,157
74
$51.1K 0.02%
1,767
75
$50K 0.02%
294
1 2
3
4 5