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
$263M
AUM Growth
-$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$9.3M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
BA icon
Boeing
BA
+$7.63M

Top Sells

1
+$36.8M
2
+$22.6M
3
+$14.5M
4
ARM icon
Arm
ARM
+$8.83M
5
TSLA icon
Tesla
TSLA
+$8.26M

Sector Composition

1 Industrials 27.48%
2 Consumer Discretionary 14.89%
3 Technology 13.03%
4 Healthcare 12.02%
5 Energy 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$51.1K 0.02%
+109
77
$48K 0.02%
3,685
+279
78
$46.5K 0.02%
+1,149
79
$45.1K 0.02%
+166
80
$43.6K 0.02%
984
+71
81
$40.7K 0.02%
668
82
$38.6K 0.01%
275
83
$33.6K 0.01%
310
-339,264
84
$32.2K 0.01%
215
-79
85
$28K 0.01%
121
86
$27.3K 0.01%
118
+66
87
$26.7K 0.01%
+633
88
$25.2K 0.01%
951
89
$25K 0.01%
102
90
$24.9K 0.01%
266
+140
91
$23.9K 0.01%
224
-82,677
92
$23.6K 0.01%
+35
93
$20.7K 0.01%
59
94
$20.2K 0.01%
+65
95
$19.6K 0.01%
64
96
$19.3K 0.01%
440
97
$19.2K 0.01%
35
98
$18.9K 0.01%
62
99
$18.4K 0.01%
30
100
$18.4K 0.01%
108
-88
2 3
4
5 6