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
$357M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$15.3M
3 +$14.7M
4
KGS icon
Kodiak Gas Services
KGS
+$13.6M
5
WYNN icon
Wynn Resorts
WYNN
+$12.1M

Top Sells

1 +$22.3M
2 +$19M
3 +$17.7M
4
SNOW icon
Snowflake
SNOW
+$16.2M
5
AMD icon
Advanced Micro Devices
AMD
+$10.6M

Sector Composition

1 Industrials 29.67%
2 Energy 13.79%
3 Financials 11.42%
4 Consumer Discretionary 10.96%
5 Technology 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSM icon
101
TSMC
TSM
$1.78T
$36.8K 0.01%
121
+100
BMY icon
102
Bristol-Myers Squibb
BMY
$112B
$36K 0.01%
668
CEG icon
103
Constellation Energy
CEG
$111B
$35.3K 0.01%
+100
TSLA icon
104
Tesla
TSLA
$1.46T
$32.4K 0.01%
72
ABBV icon
105
AbbVie
ABBV
$379B
$29K 0.01%
+127
MCK icon
106
McKesson
MCK
$104B
$28.7K 0.01%
35
FN icon
107
Fabrinet
FN
$17.7B
$28.7K 0.01%
+63
CI icon
108
Cigna
CI
$72.7B
$27K 0.01%
98
WM icon
109
Waste Management
WM
$89.1B
$25.9K 0.01%
118
GEN icon
110
Gen Digital
GEN
$16.1B
$25.9K 0.01%
951
HD icon
111
Home Depot
HD
$378B
$25.1K 0.01%
73
+12
MA icon
112
Mastercard
MA
$484B
$25.1K 0.01%
44
IBKR icon
113
Interactive Brokers
IBKR
$32.7B
$24.4K 0.01%
+379
CRWD icon
114
CrowdStrike
CRWD
$114B
$23.4K 0.01%
+50
UBER icon
115
Uber
UBER
$176B
$22.5K 0.01%
275
PG icon
116
Procter & Gamble
PG
$338B
$21.6K 0.01%
151
+43
AZN icon
117
AstraZeneca
AZN
$293B
$21.5K 0.01%
234
ESML icon
118
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.24B
$21.5K 0.01%
467
MDLZ icon
119
Mondelez International
MDLZ
$73.9B
$21.2K 0.01%
393
+255
CL icon
120
Colgate-Palmolive
CL
$68.1B
$21K 0.01%
266
BKR icon
121
Baker Hughes
BKR
$51.1B
$20K 0.01%
440
LNG icon
122
Cheniere Energy
LNG
$44.5B
$19.4K 0.01%
100
-49
MS icon
123
Morgan Stanley
MS
$299B
$19K 0.01%
107
+23
LMT icon
124
Lockheed Martin
LMT
$135B
$18.9K 0.01%
39
+13
HCA icon
125
HCA Healthcare
HCA
$107B
$18.7K 0.01%
40
+29