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
$263M
AUM Growth
-$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$9.3M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
BA icon
Boeing
BA
+$7.63M

Top Sells

1
+$36.8M
2
+$22.6M
3
+$14.5M
4
ARM icon
Arm
ARM
+$8.83M
5
TSLA icon
Tesla
TSLA
+$8.26M

Sector Composition

1 Industrials 27.48%
2 Consumer Discretionary 14.89%
3 Technology 13.03%
4 Healthcare 12.02%
5 Energy 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.1K ﹤0.01%
60
127
$8.09K ﹤0.01%
47
128
$8.03K ﹤0.01%
129
129
$7.57K ﹤0.01%
8
130
$7.5K ﹤0.01%
1,200
131
$7.34K ﹤0.01%
493
+30
132
$7.19K ﹤0.01%
35
133
$7.19K ﹤0.01%
1,208
134
$6.97K ﹤0.01%
14
135
$6.9K ﹤0.01%
18
136
$6.75K ﹤0.01%
80
137
$6.28K ﹤0.01%
168
138
$6.05K ﹤0.01%
30
139
$6.03K ﹤0.01%
+133
140
$5.74K ﹤0.01%
50
-2
141
$5.68K ﹤0.01%
15
-15,147
142
$5.64K ﹤0.01%
18
143
$5.6K ﹤0.01%
24
144
$5.56K ﹤0.01%
3
145
$5.52K ﹤0.01%
25
146
$5.49K ﹤0.01%
56
147
$5.48K ﹤0.01%
47
148
$5.46K ﹤0.01%
38
149
$5.46K ﹤0.01%
13
150
$5.14K ﹤0.01%
253
-252
4 5
6
7 8