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
$292M
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$9.27M
2 +$8.4M
3 +$6.79M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$6.75M
5
ZTS icon
Zoetis
ZTS
+$5.51M

Top Sells

1 +$14.5M
2 +$8.46M
3 +$8.39M
4
SMCI icon
Super Micro Computer
SMCI
+$6.95M
5
LLY icon
Eli Lilly
LLY
+$6.83M

Sector Composition

1 Technology 40.68%
2 Industrials 13.08%
3 Energy 9.54%
4 Consumer Discretionary 9.39%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$10.1K ﹤0.01%
+141
127
$10.1K ﹤0.01%
1,208
128
$9.97K ﹤0.01%
64
+28
129
$9.72K ﹤0.01%
5
130
$9.7K ﹤0.01%
+37
131
$9.44K ﹤0.01%
21
132
$9.43K ﹤0.01%
261
133
$9.37K ﹤0.01%
52
134
$9.32K ﹤0.01%
18
135
$9.01K ﹤0.01%
+47
136
$8.86K ﹤0.01%
463
137
$8.84K ﹤0.01%
40
138
$8.7K ﹤0.01%
+27
139
$8.66K ﹤0.01%
14
140
$8.55K ﹤0.01%
+338
141
$8.07K ﹤0.01%
47
142
$7.9K ﹤0.01%
60
143
$7.72K ﹤0.01%
77
144
$7.6K ﹤0.01%
8
145
$7.37K ﹤0.01%
15
146
$6.87K ﹤0.01%
80
147
$6.77K ﹤0.01%
24
-12,965
148
$6.57K ﹤0.01%
168
149
$6.57K ﹤0.01%
13
150
$6.51K ﹤0.01%
40