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
$337M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.5M
3
+$10.5M
4
ASML icon
ASML
ASML
+$7.03M
5
VST icon
Vistra
VST
+$6.2M

Top Sells

1
+$12.4M
2
+$10.1M
3
+$7.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.79M
5
MSFT icon
Microsoft
MSFT
+$5.24M

Sector Composition

1 Technology 47.23%
2 Industrials 12.62%
3 Consumer Discretionary 10.64%
4 Energy 9.53%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.2K 0.02%
503
77
$46.9K 0.01%
1,767
78
$46.4K 0.01%
275
79
$44.7K 0.01%
294
80
$44.5K 0.01%
42
81
$43.1K 0.01%
3,406
+919
82
$40.9K 0.01%
512
-58,405
83
$39.5K 0.01%
913
-244
84
$37.8K 0.01%
+668
85
$32.9K 0.01%
196
86
$26K 0.01%
951
87
$26K 0.01%
121
88
$24.4K 0.01%
102
89
$23.7K 0.01%
480
-251,219
90
$20.4K 0.01%
62
91
$18.9K 0.01%
30
92
$18.7K 0.01%
64
93
$18.6K 0.01%
59
94
$18.4K 0.01%
35
95
$18K 0.01%
440
96
$17.4K 0.01%
92
97
$15.5K ﹤0.01%
216
98
$15.2K ﹤0.01%
39
99
$14.7K ﹤0.01%
250
100
$13.9K ﹤0.01%
18
-6,664
2 3
4
5 6