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
$292M
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$8.4M
3
+$6.79M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$6.75M
5
ZTS icon
Zoetis
ZTS
+$5.51M

Top Sells

1
+$14.5M
2
+$8.46M
3
+$8.39M
4
SMCI icon
Super Micro Computer
SMCI
+$6.95M
5
LLY icon
Eli Lilly
LLY
+$6.83M

Sector Composition

1 Technology 40.68%
2 Industrials 13.08%
3 Energy 9.54%
4 Consumer Discretionary 9.39%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47.4K 0.02%
1,291
77
$47K 0.02%
648
78
$45.1K 0.02%
275
79
$44.2K 0.02%
3,032
80
$39.1K 0.01%
238
81
$37.6K 0.01%
1,980
82
$37.6K 0.01%
42
-1
83
$37.1K 0.01%
569
84
$34.4K 0.01%
202
85
$34K 0.01%
666
86
$33.9K 0.01%
196
+52
87
$33K 0.01%
1,048
88
$31.7K 0.01%
2,487
89
$27.5K 0.01%
133
90
$26.1K 0.01%
951
91
$25.4K 0.01%
200
92
$25.2K 0.01%
90
-15,492
93
$23.9K 0.01%
96
94
$22.3K 0.01%
1,093
95
$21.8K 0.01%
129
96
$21.8K 0.01%
121
97
$21.5K 0.01%
102
+55
98
$21.4K 0.01%
180
99
$19.7K 0.01%
1,635
100
$18.6K 0.01%
30
+16
2 3
4
5 6