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
$337M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.5M
3
+$10.5M
4
ASML icon
ASML
ASML
+$7.03M
5
VST icon
Vistra
VST
+$6.2M

Top Sells

1
+$12.4M
2
+$10.1M
3
+$7.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.79M
5
MSFT icon
Microsoft
MSFT
+$5.24M

Sector Composition

1 Technology 47.23%
2 Industrials 12.62%
3 Consumer Discretionary 10.64%
4 Energy 9.53%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.92K ﹤0.01%
24
152
$5.91K ﹤0.01%
47
153
$5.77K ﹤0.01%
43
154
$5.69K ﹤0.01%
32
155
$5.68K ﹤0.01%
47
-191
156
$5.5K ﹤0.01%
168
157
$5.38K ﹤0.01%
13
158
$5.33K ﹤0.01%
35
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$5.17K ﹤0.01%
14
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40
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$5.14K ﹤0.01%
25
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$5.11K ﹤0.01%
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$5.04K ﹤0.01%
41
164
$5.02K ﹤0.01%
22
165
$4.87K ﹤0.01%
36
-28
166
$4.84K ﹤0.01%
130
167
$4.81K ﹤0.01%
177
168
$4.68K ﹤0.01%
14
169
$4.62K ﹤0.01%
39
170
$4.4K ﹤0.01%
58
171
$4.4K ﹤0.01%
42
172
$4.3K ﹤0.01%
28
173
$4.23K ﹤0.01%
47
174
$4.15K ﹤0.01%
108
175
$4.12K ﹤0.01%
132
5 6
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8 9