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
$263M
AUM Growth
-$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$9.3M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
BA icon
Boeing
BA
+$7.63M

Top Sells

1
+$36.8M
2
+$22.6M
3
+$14.5M
4
ARM icon
Arm
ARM
+$8.83M
5
TSLA icon
Tesla
TSLA
+$8.26M

Sector Composition

1 Industrials 27.48%
2 Consumer Discretionary 14.89%
3 Technology 13.03%
4 Healthcare 12.02%
5 Energy 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15K 0.01%
250
102
$14.7K 0.01%
+970
103
$14.3K 0.01%
156
104
$14.3K 0.01%
39
105
$13.5K 0.01%
146
106
$12.9K ﹤0.01%
+491
107
$12.3K ﹤0.01%
140
+8
108
$12.2K ﹤0.01%
26
109
$11.8K ﹤0.01%
141
110
$11.8K ﹤0.01%
+83
111
$11.7K ﹤0.01%
1,009
-3,271
112
$11.6K ﹤0.01%
26
113
$11.1K ﹤0.01%
+100
114
$10.9K ﹤0.01%
53
115
$10.6K ﹤0.01%
86
-20
116
$10.4K ﹤0.01%
38
117
$9.95K ﹤0.01%
19
118
$9.95K ﹤0.01%
40
119
$9.36K ﹤0.01%
138
120
$9.22K ﹤0.01%
5
121
$9.19K ﹤0.01%
21
122
$9.18K ﹤0.01%
37
123
$9.03K ﹤0.01%
338
124
$8.72K ﹤0.01%
120
125
$8.26K ﹤0.01%
47
3 4
5
6 7