WCM

Westend Capital Management Portfolio holdings

AUM $357M
1-Year Est. Return 67.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.84M
3 +$4.51M
4
VMW
VMware, Inc
VMW
+$3.96M
5
EBAY icon
eBay
EBAY
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.79%
2 Communication Services 15.42%
3 Consumer Staples 10.98%
4 Industrials 10.15%
5 Energy 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1K ﹤0.01%
+42
102
0
103
0