WCM
Westend Capital Management Portfolio holdings
AUM $263M
AUM
$263M
AUM Growth
-$73.9M (-22%)
Cap. Flow
-$20.3M
Cap. Flow % of AUM
-7.73%
Top 10 Holdings %Top 10 Hldgs %
57.39%
Holding
264
New
39
Increased
41
Reduced
26
Closed
32
Top Buys
| 1 | $13.1M | |
| 2 | $11.8M | |
| 3 | $9.3M | |
| 4 | $9.26M | |
| 5 | $7.63M |
Top Sells
| 1 | $36.8M | |
| 2 | $22.6M | |
| 3 | $8.83M | |
| 4 | $8.26M | |
| 5 | $6.76M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.04K | 0% | 35 | – | – | |||
| $4.98K | 0% | 44 | – | – | |||
| $4.96K | 0% | 58 | – | – | |||
| $4.83K | 0% | 47 | – | – | |||
| $4.74K | 0% | 41 | – | – | |||
| $4.72K | 0% | 14 | – | – | |||
| $4.62K | 0% | 42 | – | – | |||
| $4.49K | 0% | 177 | – | – | |||
| $4.36K | 0% | 39 | – | – | |||
| $4.3K | 0% | 28 | – | – | |||
| $4.18K | 0% | 66 | New | +$4.18K | |||
| $4.18K | 0% | 40 | – | – | |||
| $4.15K | 0% | 3 | – | – | |||
| $4.14K | 0% | 132 | – | – | |||
| $4.14K | 0% | 47 | – | – | |||
| $4.13K | 0% | 14 | – | – | |||
| $3.95K | 0% | 22 | – | – | |||
| $3.8K | 0% | 11 | – | – | |||
| $3.76K | 0% | 14 | – | – | |||
| $3.76K | 0% | 36 | – | – | |||
| $3.75K | 0% | 132 | – | – | |||
| $3.69K | 0% | 21 | – | – | |||
| $3.69K | 0% | 69 | – | – | |||
| $3.65K | 0% | 6 | – | – | |||
| $3.59K | 0% | 29 | – | – |
