WCM

Westend Capital Management Portfolio holdings

AUM $333M
1-Year Est. Return 86.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.3M
3
+$7.85M
4
BIDU icon
Baidu
BIDU
+$7.48M
5
BA icon
Boeing
BA
+$2.55M

Top Sells

1
+$13.1M
2
+$10.9M
3
+$9.95M
4
VEEV icon
Veeva Systems
VEEV
+$8.08M
5
NTR icon
Nutrien
NTR
+$7.09M

Sector Composition

1 Industrials 26.82%
2 Technology 19.33%
3 Communication Services 15.7%
4 Consumer Discretionary 14.97%
5 Financials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$116K 0.03%
250
52
$114K 0.03%
617
+17
53
$109K 0.03%
4,430
54
$109K 0.03%
2,698
+116
55
$108K 0.03%
4,501
56
$105K 0.03%
2,427
57
$103K 0.03%
1,564
58
$103K 0.03%
339
59
$102K 0.03%
541
60
$100K 0.03%
1,075
61
$97.5K 0.03%
194
62
$91.3K 0.03%
1,209
63
$85.6K 0.02%
551
64
$81.8K 0.02%
3,512
65
$80.6K 0.02%
+1,254
66
$72.2K 0.02%
220
67
$68.2K 0.02%
503
68
$65.4K 0.02%
109
69
$64.8K 0.02%
125
+52
70
$63.4K 0.02%
129
71
$62.4K 0.02%
660
72
$62.1K 0.02%
166
73
$58.3K 0.02%
275
74
$55.8K 0.02%
+471
75
$52K 0.02%
165
+30
1 2
3
4 5