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
$337M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.5M
3
+$10.5M
4
ASML icon
ASML
ASML
+$7.03M
5
VST icon
Vistra
VST
+$6.2M

Top Sells

1
+$12.4M
2
+$10.1M
3
+$7.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.79M
5
MSFT icon
Microsoft
MSFT
+$5.24M

Sector Composition

1 Technology 47.23%
2 Industrials 12.62%
3 Consumer Discretionary 10.64%
4 Energy 9.53%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.9K ﹤0.01%
146
-5,125
102
$13.8K ﹤0.01%
261
103
$12.8K ﹤0.01%
213
-116,983
104
$12.8K ﹤0.01%
156
105
$12.6K ﹤0.01%
26
106
$12.4K ﹤0.01%
282
107
$12.2K ﹤0.01%
53
108
$12.1K ﹤0.01%
106
109
$11.9K ﹤0.01%
132
110
$11.7K ﹤0.01%
427
-864
111
$11.5K ﹤0.01%
126
112
$11.1K ﹤0.01%
379
-197,908
113
$11K ﹤0.01%
26
114
$10.9K ﹤0.01%
129
115
$10.8K ﹤0.01%
141
116
$10.5K ﹤0.01%
52
117
$10.2K ﹤0.01%
48
118
$10K ﹤0.01%
38
119
$9.96K ﹤0.01%
5
120
$9.94K ﹤0.01%
1,200
121
$9.71K ﹤0.01%
21
122
$9.61K ﹤0.01%
19
123
$9.38K ﹤0.01%
37
124
$9.24K ﹤0.01%
505
125
$9.01K ﹤0.01%
1,208
3 4
5
6 7