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
$292M
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$9.27M
2 +$8.4M
3 +$6.79M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$6.75M
5
ZTS icon
Zoetis
ZTS
+$5.51M

Top Sells

1 +$14.5M
2 +$8.46M
3 +$8.39M
4
SMCI icon
Super Micro Computer
SMCI
+$6.95M
5
LLY icon
Eli Lilly
LLY
+$6.83M

Sector Composition

1 Technology 40.68%
2 Industrials 13.08%
3 Energy 9.54%
4 Consumer Discretionary 9.39%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$6.5K ﹤0.01%
24
152
$6.38K ﹤0.01%
44
153
$6.32K ﹤0.01%
32
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$6.26K ﹤0.01%
30
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$6.21K ﹤0.01%
35
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$6.01K ﹤0.01%
43
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$5.83K ﹤0.01%
18
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$5.68K ﹤0.01%
35
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$5.54K ﹤0.01%
38
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$5.52K ﹤0.01%
3
161
$5.46K ﹤0.01%
56
162
$5.44K ﹤0.01%
14
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$5.42K ﹤0.01%
22
164
$5.39K ﹤0.01%
118
165
$5.14K ﹤0.01%
177
166
$5.1K ﹤0.01%
+130
167
$4.96K ﹤0.01%
41
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$4.9K ﹤0.01%
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169
$4.76K ﹤0.01%
28
170
$4.72K ﹤0.01%
39
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$4.49K ﹤0.01%
25
172
$4.47K ﹤0.01%
11
173
$4.45K ﹤0.01%
132
174
$4.4K ﹤0.01%
42
175
$4.33K ﹤0.01%
86