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
$285M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.19M
3
+$8.04M
4
DUOL icon
Duolingo
DUOL
+$2.54M
5
AXP icon
American Express
AXP
+$2.13M

Top Sells

1
+$9.95M
2
+$8.41M
3
+$7.49M
4
NOW icon
ServiceNow
NOW
+$4.82M
5
ACMR icon
ACM Research
ACMR
+$4.8M

Sector Composition

1 Technology 47.79%
2 Communication Services 10.99%
3 Industrials 10.79%
4 Energy 9.79%
5 Financials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.1K ﹤0.01%
129
102
$10.4K ﹤0.01%
+62
103
$10.1K ﹤0.01%
18
104
$9.66K ﹤0.01%
47
-245
105
$9.42K ﹤0.01%
505
106
$9.4K ﹤0.01%
463
107
$9.4K ﹤0.01%
19
-29
108
$9.4K ﹤0.01%
+261
109
$9.39K ﹤0.01%
26
110
$9.11K ﹤0.01%
14
111
$9K ﹤0.01%
138
-86
112
$8.91K ﹤0.01%
132
-153
113
$8.4K ﹤0.01%
25
-8
114
$8.11K ﹤0.01%
21
-37
115
$8.02K ﹤0.01%
168
116
$7.81K ﹤0.01%
1,200
117
$7.8K ﹤0.01%
+46
118
$7.78K ﹤0.01%
47
119
$7.7K ﹤0.01%
1,208
120
$7.58K ﹤0.01%
14
121
$7.48K ﹤0.01%
5
122
$7.3K ﹤0.01%
52
123
$7K ﹤0.01%
40
-4
124
$6.66K ﹤0.01%
60
125
$6.54K ﹤0.01%
15
3 4
5
6 7