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
$357M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$15.3M
3 +$14.7M
4
KGS icon
Kodiak Gas Services
KGS
+$13.6M
5
WYNN icon
Wynn Resorts
WYNN
+$12.1M

Top Sells

1 +$22.3M
2 +$19M
3 +$17.7M
4
SNOW icon
Snowflake
SNOW
+$16.2M
5
AMD icon
Advanced Micro Devices
AMD
+$10.6M

Sector Composition

1 Industrials 29.67%
2 Energy 13.79%
3 Financials 11.42%
4 Consumer Discretionary 10.96%
5 Technology 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPMO icon
126
Invesco S&P 500 Momentum ETF
SPMO
$13.7B
$17.4K ﹤0.01%
146
DE icon
127
Deere & Co
DE
$139B
$16.8K ﹤0.01%
36
ALL icon
128
Allstate
ALL
$50.3B
$16.7K ﹤0.01%
+80
ADP icon
129
Automatic Data Processing
ADP
$105B
$16.5K ﹤0.01%
64
BK icon
130
Bank of New York Mellon
BK
$83.5B
$16.4K ﹤0.01%
141
USB icon
131
US Bancorp
USB
$84.6B
$16K ﹤0.01%
300
IEMG icon
132
iShares Core MSCI Emerging Markets ETF
IEMG
$131B
$15.7K ﹤0.01%
233
-80
IBM icon
133
IBM
IBM
$286B
$15.1K ﹤0.01%
51
+11
SLRC icon
134
SLR Investment Corp
SLRC
$837M
$15K ﹤0.01%
970
-7,638
DLY
135
DoubleLine Yield Opportunities Fund
DLY
$714M
$13.9K ﹤0.01%
953
NVS icon
136
Novartis
NVS
$277B
$13.8K ﹤0.01%
100
VEU icon
137
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
$13.6K ﹤0.01%
185
SO icon
138
Southern Company
SO
$97.9B
$13.6K ﹤0.01%
156
STRL icon
139
Sterling Infrastructure
STRL
$10.8B
$13.5K ﹤0.01%
44
GS icon
140
Goldman Sachs
GS
$289B
$13.2K ﹤0.01%
15
GD icon
141
General Dynamics
GD
$99.2B
$12.8K ﹤0.01%
38
HAWX icon
142
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$316M
$12.4K ﹤0.01%
+315
DHR icon
143
Danaher
DHR
$167B
$12.1K ﹤0.01%
53
ASML icon
144
ASML
ASML
$527B
$11.8K ﹤0.01%
11
SAP icon
145
SAP
SAP
$272B
$11.7K ﹤0.01%
48
ITW icon
146
Illinois Tool Works
ITW
$76.4B
$11.6K ﹤0.01%
47
+10
AMCR icon
147
Amcor
AMCR
$18.9B
$11.2K ﹤0.01%
268
-9
SPXS icon
148
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$314M
$11.1K ﹤0.01%
313
PSX icon
149
Phillips 66
PSX
$55.7B
$11.1K ﹤0.01%
86
TJX icon
150
TJX Companies
TJX
$175B
$10.4K ﹤0.01%
68