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
$285M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.19M
3
+$8.04M
4
DUOL icon
Duolingo
DUOL
+$2.54M
5
AXP icon
American Express
AXP
+$2.13M

Top Sells

1
+$9.95M
2
+$8.41M
3
+$7.49M
4
NOW icon
ServiceNow
NOW
+$4.82M
5
ACMR icon
ACM Research
ACMR
+$4.8M

Sector Composition

1 Technology 47.79%
2 Communication Services 10.99%
3 Industrials 10.79%
4 Energy 9.79%
5 Financials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32.3K 0.01%
569
77
$30.7K 0.01%
666
78
$30.3K 0.01%
200
79
$29.1K 0.01%
2,487
-311
80
$28.9K 0.01%
202
81
$26.2K 0.01%
180
82
$25.9K 0.01%
133
-47
83
$23.7K 0.01%
951
84
$23.4K 0.01%
144
85
$21.4K 0.01%
+96
86
$20.9K 0.01%
121
87
$20.5K 0.01%
1,093
-88
88
$19.2K 0.01%
127
-15
89
$19.1K 0.01%
957
-397
90
$18.5K 0.01%
1,400
91
$17.6K 0.01%
1,635
-207
92
$17K 0.01%
81
93
$16.6K 0.01%
250
94
$15.5K 0.01%
59
-29
95
$15.4K 0.01%
440
96
$15.3K 0.01%
35
-22
97
$13K ﹤0.01%
53
98
$12.7K ﹤0.01%
120
99
$12K ﹤0.01%
126
+51
100
$12K ﹤0.01%
156
2 3
4
5 6