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
$337M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.5M
3
+$10.5M
4
ASML icon
ASML
ASML
+$7.03M
5
VST icon
Vistra
VST
+$6.2M

Top Sells

1
+$12.4M
2
+$10.1M
3
+$7.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.79M
5
MSFT icon
Microsoft
MSFT
+$5.24M

Sector Composition

1 Technology 47.23%
2 Industrials 12.62%
3 Consumer Discretionary 10.64%
4 Energy 9.53%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$120K 0.04%
7,406
+3,082
52
$117K 0.03%
1,866
53
$109K 0.03%
395
54
$109K 0.03%
2,000
55
$106K 0.03%
250
56
$94.9K 0.03%
497
57
$94.7K 0.03%
209
58
$93.2K 0.03%
541
59
$92.2K 0.03%
318
-47
60
$90.2K 0.03%
623
61
$87.7K 0.03%
4,280
-492,660
62
$86.2K 0.03%
+2,668
63
$85.8K 0.03%
+21,989
64
$82.3K 0.02%
494
+292
65
$81.8K 0.02%
1,564
+898
66
$81.8K 0.02%
370
67
$74.8K 0.02%
1,200
68
$73.7K 0.02%
2,323
+1,275
69
$72.8K 0.02%
4,816
+1,784
70
$68.7K 0.02%
129
71
$68.3K 0.02%
689
72
$65.2K 0.02%
121
+116
73
$65K 0.02%
+3,512
74
$63.8K 0.02%
220
75
$61.5K 0.02%
569
1 2
3
4 5