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
$84.2M
AUM Growth
-$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$2.09M
3
+$1.88M
4
YELP icon
Yelp
YELP
+$1.79M
5
MGM icon
MGM Resorts International
MGM
+$1.66M

Top Sells

1
+$1.95M
2
+$1.8M
3
+$1.53M
4
SPLK
Splunk Inc
SPLK
+$1.44M
5
WFM
Whole Foods Market Inc
WFM
+$1.11M

Sector Composition

1 Communication Services 25.43%
2 Technology 18.04%
3 Energy 9.61%
4 Consumer Discretionary 9.47%
5 Healthcare 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-500
77
– –
-4,550
78
– –
-21,185
79
– –
-250
80
– –
-2,169
81
– –
-1,362
82
– –
-4,700
83
– –
-2,447
84
– –
-19,120
85
– –
-580
86
– –
-300
87
– –
-230
88
– –
-68,197
89
– –
-1,200
90
– –
-531
91
– –
-3,100
92
– –
-221
93
– –
-12,600
94
– –
-350
1 2 3
4