WCM

Westend Capital Management Portfolio holdings

AUM $333M
1-Year Est. Return 86.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.3M
3
+$7.85M
4
BIDU icon
Baidu
BIDU
+$7.48M
5
BA icon
Boeing
BA
+$2.55M

Top Sells

1
+$13.1M
2
+$10.9M
3
+$9.95M
4
VEEV icon
Veeva Systems
VEEV
+$8.08M
5
NTR icon
Nutrien
NTR
+$7.09M

Sector Composition

1 Industrials 26.82%
2 Technology 19.33%
3 Communication Services 15.7%
4 Consumer Discretionary 14.97%
5 Financials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.4K 0.01%
208
+68
102
$21.3K 0.01%
266
103
$21.1K 0.01%
467
104
$20.6K 0.01%
+313
105
$20.5K 0.01%
146
-69
106
$19.9K 0.01%
+100
107
$18.8K 0.01%
64
108
$18K 0.01%
234
+79
109
$17.7K 0.01%
146
110
$16.6K ﹤0.01%
108
111
$16.5K ﹤0.01%
250
112
$16.5K ﹤0.01%
36
+10
113
$15.6K ﹤0.01%
62
114
$15.4K ﹤0.01%
141
115
$14.9K ﹤0.01%
44
116
$14.8K ﹤0.01%
156
117
$14.5K ﹤0.01%
300
118
$14.4K ﹤0.01%
953
-12,854
119
$13.8K ﹤0.01%
+224
120
$13.4K ﹤0.01%
84
+37
121
$13.2K ﹤0.01%
+185
122
$13K ﹤0.01%
26
123
$13K ﹤0.01%
38
124
$12.8K ﹤0.01%
+48
125
$12.8K ﹤0.01%
100
3 4
5
6 7