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
$263M
AUM Growth
-$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$9.3M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
BA icon
Boeing
BA
+$7.63M

Top Sells

1
+$36.8M
2
+$22.6M
3
+$14.5M
4
ARM icon
Arm
ARM
+$8.83M
5
TSLA icon
Tesla
TSLA
+$8.26M

Sector Composition

1 Industrials 27.48%
2 Consumer Discretionary 14.89%
3 Technology 13.03%
4 Healthcare 12.02%
5 Energy 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$137K 0.05%
8,099
+693
52
$126K 0.05%
2,000
53
$110K 0.04%
2,904
54
$107K 0.04%
+4,430
55
$106K 0.04%
339
+21
56
$105K 0.04%
+4,501
57
$105K 0.04%
250
58
$103K 0.04%
194
-15
59
$103K 0.04%
+2,427
60
$94.9K 0.04%
2,932
+264
61
$93.9K 0.04%
1,564
62
$93.5K 0.04%
2,604
+281
63
$89.9K 0.03%
541
64
$85.7K 0.03%
1,209
+993
65
$77.6K 0.03%
5,292
+476
66
$77.5K 0.03%
+5,071
67
$74.9K 0.03%
+7,719
68
$69.5K 0.03%
3,512
69
$69.3K 0.03%
660
-29
70
$69.1K 0.03%
494
71
$68.8K 0.03%
+4,289
72
$62.5K 0.02%
129
73
$60.5K 0.02%
220
74
$57.8K 0.02%
503
75
$53.4K 0.02%
633
-267,923
1 2
3
4 5