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
$69.1M
AUM Growth
-$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.47M
3
+$1.46M
4
VIAB
Viacom Inc. Class B
VIAB
+$1.43M
5
POT
Potash Corp Of Saskatchewan
POT
+$1.17M

Top Sells

1
+$3.85M
2
+$2.59M
3
+$2.22M
4
DEA
Easterly Government Properties
DEA
+$1.47M
5
STI
SunTrust Banks, Inc.
STI
+$1.27M

Sector Composition

1 Communication Services 21.75%
2 Technology 18.48%
3 Industrials 14.47%
4 Financials 10.33%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-63,537
77
– –
-35,186
78
– –
-25,880
1 2 3
4