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
$91.6M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.67M
3
+$2.56M
4
VZ icon
Verizon
VZ
+$2.55M
5
DIS icon
Walt Disney
DIS
+$2.48M

Top Sells

1
+$2.37M
2
+$2.28M
3
+$2.19M
4
NBIS
Nebius Group N.V.
NBIS
+$1.94M
5
LVS icon
Las Vegas Sands
LVS
+$1.93M

Sector Composition

1 Communication Services 25.4%
2 Technology 17.6%
3 Financials 13.39%
4 Healthcare 10.62%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-64,086
102
– –
-28,159
103
– –
-18,017
104
$0 ﹤0.01%
+6
1 2 3 4
5