WCM

Westend Capital Management Portfolio holdings

AUM $343M
1-Year Est. Return 81.49%
This Quarter Est. Return
1 Year Est. Return
+81.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.7M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.29M
3
+$1.28M
4
CSGP icon
CoStar Group
CSGP
+$1.23M
5
PG icon
Procter & Gamble
PG
+$760K

Top Sells

1
+$4M
2
+$1.34M
3
+$1.33M
4
AXP icon
American Express
AXP
+$1.33M
5
SLB icon
SLB Limited
SLB
+$1.12M

Sector Composition

1 Technology 17.42%
2 Communication Services 16.76%
3 Healthcare 13.35%
4 Financials 11.88%
5 Industrials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-65
102
– –
-16,200
103
– –
-3,000
104
– –
-4,700
105
– –
-580
106
– –
-1,725
107
– –
-363
108
– –
-159
109
$0 ﹤0.01%
30
110
$0 ﹤0.01%
6
1 2 3 4
5