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
$292M
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$9.27M
2 +$8.4M
3 +$6.79M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$6.75M
5
ZTS icon
Zoetis
ZTS
+$5.51M

Top Sells

1 +$14.5M
2 +$8.46M
3 +$8.39M
4
SMCI icon
Super Micro Computer
SMCI
+$6.95M
5
LLY icon
Eli Lilly
LLY
+$6.83M

Sector Composition

1 Technology 40.68%
2 Industrials 13.08%
3 Energy 9.54%
4 Consumer Discretionary 9.39%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$18.3K 0.01%
216
+140
102
$17.8K 0.01%
250
103
$17.7K 0.01%
64
+43
104
$17.3K 0.01%
35
105
$16.2K 0.01%
59
106
$15.9K 0.01%
440
107
$15.8K 0.01%
62
108
$15.8K 0.01%
39
+14
109
$15.3K 0.01%
92
-170
110
$15.2K 0.01%
+26
111
$14.7K 0.01%
53
112
$14.1K ﹤0.01%
156
113
$13.9K ﹤0.01%
106
+86
114
$13.1K ﹤0.01%
126
115
$11.5K ﹤0.01%
+38
116
$11.4K ﹤0.01%
1,400
117
$11.2K ﹤0.01%
+282
118
$11.1K ﹤0.01%
19
119
$10.9K ﹤0.01%
26
120
$10.8K ﹤0.01%
+52
121
$10.7K ﹤0.01%
+48
122
$10.7K ﹤0.01%
1,200
123
$10.7K ﹤0.01%
132
124
$10.2K ﹤0.01%
138
125
$10.1K ﹤0.01%
505