WCM
Westend Capital Management Portfolio holdings
AUM
$325M
1-Year Return
70.37%
This Quarter Return
+13.12%
1 Year Return
+70.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$285M
AUM Growth
+$26.7M
(+10%)
Cap. Flow
+$396K
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
59.52%
Holding
356
New
20
Increased
28
Reduced
57
Closed
104
Top Buys
| 1 |
Apple
AAPL
|
$14.4M |
| 2 |
GE Aerospace
GE
|
$8.19M |
| 3 |
Arm
ARM
|
$8.04M |
| 4 |
Duolingo
DUOL
|
$2.54M |
| 5 |
American Express
AXP
|
$2.13M |
Top Sells
| 1 |
Carnival Corp
CCL
|
$9.95M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$8.41M |
| 3 |
Jacobs Solutions
J
|
$7.49M |
| 4 |
ServiceNow
NOW
|
$4.82M |
| 5 |
ACM Research
ACMR
|
$4.8M |
Sector Composition
| 1 | Technology | 47.79% |
| 2 | Communication Services | 10.99% |
| 3 | Industrials | 10.79% |
| 4 | Energy | 9.79% |
| 5 | Financials | 5.48% |
