WCM

Westend Capital Management Portfolio holdings

AUM $357M
1-Year Est. Return 67.23%
This Quarter Est. Return
1 Year Est. Return
+67.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.7M
3
+$10.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.4M
5
DB icon
Deutsche Bank
DB
+$10.3M

Top Sells

1
+$15.5M
2
+$13.9M
3
+$11.2M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
GTLB icon
GitLab
GTLB
+$8M

Sector Composition

1 Industrials 25.26%
2 Technology 18.06%
3 Communication Services 12.35%
4 Energy 10.99%
5 Financials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19.7K 0.01%
35
102
$19.3K 0.01%
+467
103
$18.8K 0.01%
166
-98,614
104
$18.7K 0.01%
106
+85
105
$17.5K 0.01%
+3,645
106
$17.2K 0.01%
108
107
$16.9K 0.01%
440
108
$16.4K 0.01%
146
109
$14.6K ﹤0.01%
250
110
$14.3K ﹤0.01%
156
111
$14.3K ﹤0.01%
39
112
$14.2K ﹤0.01%
970
113
$13.8K ﹤0.01%
62
+38
114
$13.7K ﹤0.01%
140
115
$13.6K ﹤0.01%
300
-333
116
$13.2K ﹤0.01%
26
117
$12.8K ﹤0.01%
141
118
$12.8K ﹤0.01%
491
119
$12.7K ﹤0.01%
277
-1,267
120
$12.5K ﹤0.01%
46
+32
121
$12.1K ﹤0.01%
100
122
$12K ﹤0.01%
26
123
$11.8K ﹤0.01%
40
124
$11.6K ﹤0.01%
+47
125
$11.1K ﹤0.01%
38
3 4
5
6 7