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
$85.6M
AUM Growth
+$821K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$743K
3
+$711K
4
LUV icon
Southwest Airlines
LUV
+$528K
5
AAC
AAC Holdings
AAC
+$189K

Top Sells

1
+$1.66M
2
+$1.61M
3
+$480K
4
SPLK
Splunk Inc
SPLK
+$185K
5
PALI icon
Palisade Bio
PALI
+$94K

Sector Composition

1 Technology 18.38%
2 Communication Services 14.39%
3 Financials 12.39%
4 Healthcare 11.64%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15K 0.02%
275
77
$2K ﹤0.01%
33
78
$0 ﹤0.01%
6
79
– –
-6,306
80
$0 ﹤0.01%
30
81
– –
-230
82
$0 ﹤0.01%
60
83
$0 ﹤0.01%
21
84
– –
-775
1 2 3
4