WCM

Westend Capital Management Portfolio holdings

AUM $333M
1-Year Est. Return 86.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.16%
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
+$17.2M
2
+$16.3M
3
+$7.85M
4
BIDU icon
Baidu
BIDU
+$7.48M
5
BA icon
Boeing
BA
+$2.55M

Top Sells

1
+$13.1M
2
+$10.9M
3
+$9.95M
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
126
$12.2K ﹤0.01%
111
+68
127
$11.9K ﹤0.01%
+15
128
$11.9K ﹤0.01%
+313
129
$11.8K ﹤0.01%
28
+10
130
$11.7K ﹤0.01%
86
131
$11.3K ﹤0.01%
35
132
$11.3K ﹤0.01%
277
133
$11.3K ﹤0.01%
40
134
$10.8K ﹤0.01%
47
135
$10.6K ﹤0.01%
+11
136
$10.5K ﹤0.01%
53
137
$10K ﹤0.01%
+21
138
$9.83K ﹤0.01%
68
139
$9.7K ﹤0.01%
90
140
$9.65K ﹤0.01%
37
141
$9.6K ﹤0.01%
21
142
$9.48K ﹤0.01%
129
143
$9.46K ﹤0.01%
71
144
$9.33K ﹤0.01%
8
145
$8.84K ﹤0.01%
47
146
$8.7K ﹤0.01%
+215
147
$8.62K ﹤0.01%
138
148
$8.53K ﹤0.01%
+51
149
$8.42K ﹤0.01%
79
150
$8.42K ﹤0.01%
41
4 5
6
7 8