WCM

Westend Capital Management Portfolio holdings

AUM $343M
1-Year Est. Return 81.49%
This Quarter Est. Return
1 Year Est. Return
+81.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.19M
3
+$8.04M
4
DUOL icon
Duolingo
DUOL
+$2.54M
5
AXP icon
American Express
AXP
+$2.13M

Top Sells

1
+$9.95M
2
+$8.41M
3
+$7.49M
4
NOW icon
ServiceNow
NOW
+$4.82M
5
ACMR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.5K ﹤0.01%
14
-22
152
$4.46K ﹤0.01%
64
153
$4.41K ﹤0.01%
42
154
$4.34K ﹤0.01%
41
155
$4.32K ﹤0.01%
56
156
$4.14K ﹤0.01%
31
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$3.94K ﹤0.01%
29
158
$3.85K ﹤0.01%
28
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$3.82K ﹤0.01%
86
160
$3.77K ﹤0.01%
49
161
$3.76K ﹤0.01%
3
162
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$3.67K ﹤0.01%
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$3.66K ﹤0.01%
15
165
$3.65K ﹤0.01%
102
166
$3.59K ﹤0.01%
14
-27
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$3.54K ﹤0.01%
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$3.48K ﹤0.01%
+445
169
$3.47K ﹤0.01%
11
170
$3.46K ﹤0.01%
14
171
$3.44K ﹤0.01%
135
172
$3.35K ﹤0.01%
14
-12
173
$3.3K ﹤0.01%
45
-118
174
$3.28K ﹤0.01%
21
175
$3.26K ﹤0.01%
20
5 6
7
8 9