WCM

Westend Capital Management Portfolio holdings

AUM $357M
1-Year Est. Return 67.23%
This Quarter Est. Return
1 Year Est. Return
+67.23%
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
76
$60.1K 0.02%
109
77
$59.3K 0.02%
166
78
$59.2K 0.02%
660
79
$47.8K 0.01%
+4,923
80
$47.7K 0.01%
275
81
$44.7K 0.01%
3,657
-28
82
$40.6K 0.01%
957
-27
83
$39.1K 0.01%
135
+33
84
$38.3K 0.01%
108
+49
85
$36.4K 0.01%
73
+58
86
$36.3K 0.01%
149
+28
87
$35.9K 0.01%
222
-2
88
$32.8K 0.01%
62
89
$32.4K 0.01%
98
-329
90
$30.9K 0.01%
668
91
$28.4K 0.01%
215
92
$28K 0.01%
951
93
$27K 0.01%
118
94
$26.7K 0.01%
65
95
$25.6K 0.01%
35
96
$24.2K 0.01%
266
97
$23.3K 0.01%
381
+323
98
$22.9K 0.01%
83
+73
99
$22.4K 0.01%
230
+110
100
$19.7K 0.01%
64
2 3
4
5 6