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
$285M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.19M
3
+$8.04M
4
DUOL icon
Duolingo
DUOL
+$2.54M
5
AXP icon
American Express
AXP
+$2.13M

Top Sells

1
+$9.95M
2
+$8.41M
3
+$7.49M
4
NOW icon
ServiceNow
NOW
+$4.82M
5
ACMR icon
ACM Research
ACMR
+$4.8M

Sector Composition

1 Technology 47.79%
2 Communication Services 10.99%
3 Industrials 10.79%
4 Energy 9.79%
5 Financials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.26K ﹤0.01%
8
-3
127
$6.24K ﹤0.01%
80
128
$6.19K ﹤0.01%
13
129
$6.07K ﹤0.01%
30
130
$6.04K ﹤0.01%
40
131
$5.95K ﹤0.01%
77
132
$5.92K ﹤0.01%
177
133
$5.6K ﹤0.01%
28
134
$5.58K ﹤0.01%
+43
135
$5.48K ﹤0.01%
35
+2
136
$5.45K ﹤0.01%
32
-53
137
$5.42K ﹤0.01%
132
138
$5.31K ﹤0.01%
76
139
$5.25K ﹤0.01%
36
140
$5.15K ﹤0.01%
35
141
$5.13K ﹤0.01%
24
-33
142
$5.09K ﹤0.01%
3
143
$5.05K ﹤0.01%
44
144
$5K ﹤0.01%
118
-6
145
$4.95K ﹤0.01%
21
146
$4.95K ﹤0.01%
22
-50
147
$4.9K ﹤0.01%
18
148
$4.66K ﹤0.01%
38
149
$4.66K ﹤0.01%
47
150
$4.58K ﹤0.01%
39
4 5
6
7 8