WCM

Westend Capital Management Portfolio holdings

AUM $333M
1-Year Est. Return 86.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.3M
3
+$7.85M
4
BIDU icon
Baidu
BIDU
+$7.48M
5
BA icon
Boeing
BA
+$2.55M

Top Sells

1
+$13.1M
2
+$10.9M
3
+$9.95M
4
VEEV icon
Veeva Systems
VEEV
+$8.08M
5
NTR icon
Nutrien
NTR
+$7.09M

Sector Composition

1 Industrials 26.82%
2 Technology 19.33%
3 Communication Services 15.7%
4 Consumer Discretionary 14.97%
5 Financials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$51.4K 0.02%
+175
77
$46.5K 0.01%
3,782
+125
78
$44K 0.01%
1,001
+44
79
$43.4K 0.01%
+141
80
$42.7K 0.01%
+489
81
$40.9K 0.01%
+750
82
$39.9K 0.01%
117
+9
83
$38.1K 0.01%
62
84
$37.1K 0.01%
+285
85
$36K 0.01%
109
+26
86
$35K 0.01%
149
87
$32K 0.01%
+72
88
$31.4K 0.01%
222
89
$30.8K 0.01%
230
90
$30.1K 0.01%
668
91
$28.2K 0.01%
98
92
$27K 0.01%
35
93
$27K 0.01%
951
94
$26.9K 0.01%
+275
95
$26.1K 0.01%
118
96
$25.8K 0.01%
+198
97
$25K 0.01%
44
+9
98
$24.8K 0.01%
381
99
$24.7K 0.01%
61
+22
100
$21.4K 0.01%
440
2 3
4
5 6