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
$96.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.5M
3
+$4.39M
4
SPLK
Splunk Inc
SPLK
+$4.03M
5
EBAY icon
eBay
EBAY
+$3.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.79%
2 Communication Services 15.42%
3 Consumer Staples 10.98%
4 Industrials 10.15%
5 Energy 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36K 0.04%
+1,150
77
$26K 0.03%
+1,682
78
$25K 0.03%
+325
79
$24K 0.02%
+350
80
$23K 0.02%
+1,100
81
$22K 0.02%
+500
82
$20K 0.02%
+692
83
$20K 0.02%
+450
84
$17K 0.02%
+300
85
$14K 0.01%
+350
86
$13K 0.01%
+221
87
$13K 0.01%
+3,000
88
$13K 0.01%
+230
89
$12K 0.01%
+3,100
90
$10K 0.01%
+40
91
$9K 0.01%
+938
92
$8K 0.01%
+200
93
$6K 0.01%
+15
94
$5K 0.01%
+100
95
$4K ﹤0.01%
+50
96
$3K ﹤0.01%
+800
97
$3K ﹤0.01%
+250
98
$2K ﹤0.01%
+75
99
$2K ﹤0.01%
+200
100
$1K ﹤0.01%
+65
1 2 3
4
5