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
$78.8M
AUM Growth
-$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$592K
3
+$266K
4
RH icon
RH
RH
+$259K
5
PETX
Aratana Therapeutics, Inc.
PETX
+$249K

Top Sells

1
+$1.42M
2
+$1.33M
3
+$1.19M
4
COP icon
ConocoPhillips
COP
+$437K
5
PG icon
Procter & Gamble
PG
+$419K

Sector Composition

1 Technology 18.87%
2 Communication Services 15.45%
3 Healthcare 13.24%
4 Financials 13.12%
5 Industrials 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-30
77
– –
-6
78
– –
-5,118
79
– –
-12,465
80
– –
-341
81
– –
-935
82
– –
-25,787
1 2 3
4