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
$325M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$13.7M
3 +$10.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.4M
5
DB icon
Deutsche Bank
DB
+$10.3M

Top Sells

1 +$15.5M
2 +$13.9M
3 +$11.2M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
GTLB icon
GitLab
GTLB
+$8M

Sector Composition

1 Industrials 25.26%
2 Technology 18.06%
3 Communication Services 12.35%
4 Energy 10.99%
5 Financials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
QQQ icon
76
Invesco QQQ Trust
QQQ
$389B
$60.1K 0.02%
109
ETN icon
77
Eaton
ETN
$147B
$59.3K 0.02%
166
COP icon
78
ConocoPhillips
COP
$109B
$59.2K 0.02%
660
VALE icon
79
Vale
VALE
$48.7B
$47.8K 0.01%
+4,923
SPXL icon
80
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.7B
$47.7K 0.01%
275
DX
81
Dynex Capital
DX
$1.74B
$44.7K 0.01%
3,657
-28
SPYD icon
82
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.31B
$40.6K 0.01%
957
-27
JPM icon
83
JPMorgan Chase
JPM
$823B
$39.1K 0.01%
135
+33
V icon
84
Visa
V
$668B
$38.3K 0.01%
108
+49
MSFT icon
85
Microsoft
MSFT
$3.84T
$36.4K 0.01%
73
+58
LNG icon
86
Cheniere Energy
LNG
$48.6B
$36.3K 0.01%
149
+28
ARM icon
87
Arm
ARM
$182B
$35.9K 0.01%
222
-2
GEV icon
88
GE Vernova
GEV
$162B
$32.8K 0.01%
62
CI icon
89
Cigna
CI
$81.9B
$32.4K 0.01%
98
-329
BMY icon
90
Bristol-Myers Squibb
BMY
$88.7B
$30.9K 0.01%
668
PEP icon
91
PepsiCo
PEP
$210B
$28.4K 0.01%
215
GEN icon
92
Gen Digital
GEN
$16.4B
$28K 0.01%
951
WM icon
93
Waste Management
WM
$86.8B
$27K 0.01%
118
DUOL icon
94
Duolingo
DUOL
$14.3B
$26.7K 0.01%
65
MCK icon
95
McKesson
MCK
$98B
$25.6K 0.01%
35
CL icon
96
Colgate-Palmolive
CL
$63.6B
$24.2K 0.01%
266
IBIT icon
97
iShares Bitcoin Trust
IBIT
$84.8B
$23.3K 0.01%
381
+323
AVGO icon
98
Broadcom
AVGO
$1.65T
$22.9K 0.01%
83
+73
LRCX icon
99
Lam Research
LRCX
$182B
$22.4K 0.01%
230
+110
ADP icon
100
Automatic Data Processing
ADP
$115B
$19.7K 0.01%
64