WCM

Westend Capital Management Portfolio holdings

AUM $357M
1-Year Est. Return 67.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.7M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.19M
3
+$1.19M
4
CSGP icon
CoStar Group
CSGP
+$1.16M
5
PG icon
Procter & Gamble
PG
+$788K

Top Sells

1
+$3.81M
2
+$1.4M
3
+$1.34M
4
FIVE icon
Five Below
FIVE
+$1.33M
5
SLB icon
SLB Ltd
SLB
+$1.12M

Sector Composition

1 Technology 17.42%
2 Communication Services 16.76%
3 Healthcare 13.35%
4 Financials 11.88%
5 Industrials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18K 0.02%
275
77
$3K ﹤0.01%
33
78
$0 ﹤0.01%
60
-2,699
79
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80
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0
81
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-13,070
82
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83
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0
84
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85
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89
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92
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93
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$0 ﹤0.01%
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97
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98
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99
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-3,516
100
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-300
1 2 3
4
5