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
$337M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.5M
3
+$10.5M
4
ASML icon
ASML
ASML
+$7.03M
5
VST icon
Vistra
VST
+$6.2M

Top Sells

1
+$12.4M
2
+$10.1M
3
+$7.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.79M
5
MSFT icon
Microsoft
MSFT
+$5.24M

Sector Composition

1 Technology 47.23%
2 Industrials 12.62%
3 Consumer Discretionary 10.64%
4 Energy 9.53%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.82K ﹤0.01%
47
127
$8.8K ﹤0.01%
54
-28,166
128
$8.79K ﹤0.01%
40
129
$8.67K ﹤0.01%
+120
130
$8.47K ﹤0.01%
47
131
$8.42K ﹤0.01%
77
132
$8.24K ﹤0.01%
138
133
$8.22K ﹤0.01%
338
134
$8.2K ﹤0.01%
8
135
$8.07K ﹤0.01%
35
136
$8K ﹤0.01%
18
137
$7.83K ﹤0.01%
15
138
$7.56K ﹤0.01%
60
139
$7.41K ﹤0.01%
44
140
$7.28K ﹤0.01%
14
141
$7.04K ﹤0.01%
27
142
$6.91K ﹤0.01%
463
143
$6.87K ﹤0.01%
30
144
$6.82K ﹤0.01%
52
145
$6.39K ﹤0.01%
118
146
$6.38K ﹤0.01%
34
-99
147
$6.34K ﹤0.01%
3
148
$6.28K ﹤0.01%
18
149
$6.19K ﹤0.01%
80
150
$5.96K ﹤0.01%
38
4 5
6
7 8