WCM
Westend Capital Management Portfolio holdings
AUM
$325M
This Quarter Return
-0.15%
1 Year Return
+70.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$73.1M
AUM Growth
+$73.1M
(+0.22%)
Cap. Flow
+$1.43M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
39.73%
Holding
76
New
20
Increased
20
Reduced
13
Closed
11
Top Buys
| 1 |
PayPal
PYPL
|
$1.89M |
| 2 |
PNRA
Panera Bread Co
PNRA
|
$1.48M |
| 3 |
PX
Praxair Inc
PX
|
$1.42M |
| 4 |
Netflix
NFLX
|
$1.37M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$1.36M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$2.24M |
| 2 |
Medtronic
MDT
|
$1.76M |
| 3 |
Bank of America
BAC
|
$1.58M |
| 4 |
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% |