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
$73.1M
AUM Growth
+$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$1.48M
3 +$1.42M
4
NFLX icon
Netflix
NFLX
+$1.37M
5
XYZ
Block Inc
XYZ
+$1.35M

Top Sells

1 +$2.24M
2 +$1.76M
3 +$1.58M
4
RH icon
RH
RH
+$1.48M
5
PARA
Paramount Global Class B
PARA
+$1.46M

Sector Composition

1 Technology 24.91%
2 Communication Services 16.93%
3 Financials 12.03%
4 Industrials 10.41%
5 Healthcare 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,135