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
$325M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.7M
3
+$10.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.4M
5
DB icon
Deutsche Bank
DB
+$10.3M

Top Sells

1
+$15.5M
2
+$13.9M
3
+$11.2M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
GTLB icon
GitLab
GTLB
+$8M

Sector Composition

1 Industrials 25.26%
2 Technology 18.06%
3 Communication Services 12.35%
4 Energy 10.99%
5 Financials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K ﹤0.01%
35
127
$10.8K ﹤0.01%
+155
128
$10.5K ﹤0.01%
53
129
$10.3K ﹤0.01%
86
130
$10.2K ﹤0.01%
44
131
$10.1K ﹤0.01%
+71
132
$9.31K ﹤0.01%
138
133
$9.15K ﹤0.01%
37
134
$9.14K ﹤0.01%
5
135
$8.83K ﹤0.01%
21
136
$8.75K ﹤0.01%
+40
137
$8.61K ﹤0.01%
47
138
$8.51K ﹤0.01%
47
139
$8.4K ﹤0.01%
+68
140
$8.39K ﹤0.01%
8
141
$8.11K ﹤0.01%
+90
142
$7.97K ﹤0.01%
+79
143
$7.9K ﹤0.01%
+23
144
$7.38K ﹤0.01%
+41
145
$6.97K ﹤0.01%
13
146
$6.96K ﹤0.01%
18
147
$6.86K ﹤0.01%
152
-177,411
148
$6.83K ﹤0.01%
129
149
$6.7K ﹤0.01%
60
150
$6.66K ﹤0.01%
+23
4 5
6
7 8