WCM

Westend Capital Management Portfolio holdings

AUM $357M
1-Year Est. Return 67.23%
This Quarter Est. Return
1 Year Est. Return
+67.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.7M
3
+$10.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.4M
5
DB icon
Deutsche Bank
DB
+$10.3M

Top Sells

1
+$15.5M
2
+$13.9M
3
+$11.2M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
GTLB icon
GitLab
GTLB
+$8M

Sector Composition

1 Industrials 25.26%
2 Technology 18.06%
3 Communication Services 12.35%
4 Energy 10.99%
5 Financials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$125K 0.04%
2,000
52
$124K 0.04%
218
-121
53
$119K 0.04%
+4,504
54
$110K 0.03%
250
55
$108K 0.03%
4,430
56
$108K 0.03%
494
57
$107K 0.03%
4,501
58
$105K 0.03%
2,427
59
$99K 0.03%
339
60
$95.9K 0.03%
+1,075
61
$94.2K 0.03%
194
62
$91.7K 0.03%
1,564
63
$91.7K 0.03%
600
-816
64
$89.3K 0.03%
2,582
-22
65
$88.8K 0.03%
2,889
-43
66
$87K 0.03%
541
67
$83.9K 0.03%
1,209
68
$78.9K 0.02%
551
-679
69
$77.6K 0.02%
3,512
70
$74.3K 0.02%
5,178
-114
71
$72K 0.02%
4,433
+144
72
$71.9K 0.02%
455
+145
73
$68.9K 0.02%
129
74
$66.9K 0.02%
220
75
$63.8K 0.02%
503
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3
4 5