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
$263M
AUM Growth
-$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$9.3M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
BA icon
Boeing
BA
+$7.63M

Top Sells

1
+$36.8M
2
+$22.6M
3
+$14.5M
4
ARM icon
Arm
ARM
+$8.83M
5
TSLA icon
Tesla
TSLA
+$8.26M

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 Change
in Stake 		Capital Flow
151
$5.04K ﹤0.01%
35
152
$4.98K ﹤0.01%
44
153
$4.96K ﹤0.01%
58
154
$4.83K ﹤0.01%
47
155
$4.74K ﹤0.01%
41
156
$4.72K ﹤0.01%
14
157
$4.62K ﹤0.01%
42
158
$4.49K ﹤0.01%
177
159
$4.36K ﹤0.01%
39
160
$4.3K ﹤0.01%
28
161
$4.18K ﹤0.01%
+66
162
$4.18K ﹤0.01%
40
163
$4.15K ﹤0.01%
3
164
$4.14K ﹤0.01%
132
165
$4.14K ﹤0.01%
47
166
$4.13K ﹤0.01%
14
167
$3.94K ﹤0.01%
22
168
$3.8K ﹤0.01%
11
169
$3.76K ﹤0.01%
14
170
$3.76K ﹤0.01%
36
171
$3.75K ﹤0.01%
132
172
$3.69K ﹤0.01%
21
173
$3.69K ﹤0.01%
69
174
$3.65K ﹤0.01%
6
175
$3.59K ﹤0.01%
29
5 6
7
8 9