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
$343M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$19.4M
3 +$9.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.11M
5
BA icon
Boeing
BA
+$2.44M

Top Sells

1 +$13.1M
2 +$10.9M
3 +$8.99M
4
VEEV icon
Veeva Systems
VEEV
+$8.08M
5
NTR icon
Nutrien
NTR
+$7.09M

Sector Composition

1 Industrials 26.82%
2 Technology 19.33%
3 Communication Services 15.7%
4 Consumer Discretionary 14.97%
5 Financials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JCI icon
126
Johnson Controls International
JCI
$70B
$12.2K ﹤0.01%
111
+68
GS icon
127
Goldman Sachs
GS
$289B
$11.9K ﹤0.01%
+15
SPXS icon
128
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$314M
$11.9K ﹤0.01%
+313
CMI icon
129
Cummins
CMI
$79.9B
$11.8K ﹤0.01%
28
+10
PSX icon
130
Phillips 66
PSX
$55.7B
$11.7K ﹤0.01%
86
RCL icon
131
Royal Caribbean
RCL
$75.3B
$11.3K ﹤0.01%
35
AMCR icon
132
Amcor
AMCR
$18.9B
$11.3K ﹤0.01%
277
IBM icon
133
IBM
IBM
$286B
$11.3K ﹤0.01%
40
RSG icon
134
Republic Services
RSG
$65.3B
$10.8K ﹤0.01%
47
ASML icon
135
ASML
ASML
$527B
$10.6K ﹤0.01%
+11
DHR icon
136
Danaher
DHR
$167B
$10.5K ﹤0.01%
53
CAT icon
137
Caterpillar
CAT
$303B
$10K ﹤0.01%
+21
TJX icon
138
TJX Companies
TJX
$175B
$9.83K ﹤0.01%
68
ORLY icon
139
O'Reilly Automotive
ORLY
$79.9B
$9.7K ﹤0.01%
90
ITW icon
140
Illinois Tool Works
ITW
$76.4B
$9.65K ﹤0.01%
37
MSI icon
141
Motorola Solutions
MSI
$66.7B
$9.6K ﹤0.01%
21
NAIL icon
142
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$673M
$9.48K ﹤0.01%
129
APO icon
143
Apollo Global Management
APO
$83.5B
$9.46K ﹤0.01%
71
BLK icon
144
Blackrock
BLK
$180B
$9.33K ﹤0.01%
8
AME icon
145
Ametek
AME
$49.6B
$8.84K ﹤0.01%
47
FAZ icon
146
Direxion Daily Financial Bear 3x Shares
FAZ
$97.1M
$8.7K ﹤0.01%
+215
MDLZ icon
147
Mondelez International
MDLZ
$73.9B
$8.62K ﹤0.01%
138
RTX icon
148
RTX Corp
RTX
$271B
$8.53K ﹤0.01%
+51
VLTO icon
149
Veralto
VLTO
$25.5B
$8.42K ﹤0.01%
79
HLI icon
150
Houlihan Lokey
HLI
$13.3B
$8.42K ﹤0.01%
41