WCM

Westend Capital Management Portfolio holdings

AUM $357M
1-Year Est. Return 67.23%
This Quarter Est. Return
1 Year Est. Return
+67.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.7M
3
+$10.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.4M
5
DB icon
Deutsche Bank
DB
+$10.3M

Top Sells

1
+$15.5M
2
+$13.9M
3
+$11.2M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
GTLB icon
GitLab
GTLB
+$8M

Sector Composition

1 Industrials 25.26%
2 Technology 18.06%
3 Communication Services 12.35%
4 Energy 10.99%
5 Financials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.62K ﹤0.01%
47
152
$6.58K ﹤0.01%
+22
153
$6.35K ﹤0.01%
80
154
$6.12K ﹤0.01%
14
155
$6.04K ﹤0.01%
38
156
$6.01K ﹤0.01%
35
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$5.93K ﹤0.01%
30
158
$5.93K ﹤0.01%
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$5.89K ﹤0.01%
18
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3
161
$5.69K ﹤0.01%
+33
162
$5.68K ﹤0.01%
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$5.53K ﹤0.01%
50
164
$5.39K ﹤0.01%
108
165
$5.34K ﹤0.01%
168
166
$5.13K ﹤0.01%
56
167
$4.82K ﹤0.01%
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168
$4.76K ﹤0.01%
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$4.68K ﹤0.01%
22
170
$4.56K ﹤0.01%
3
171
$4.54K ﹤0.01%
43
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$4.5K ﹤0.01%
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$4.46K ﹤0.01%
28
174
$4.21K ﹤0.01%
11
175
$4.19K ﹤0.01%
6
5 6
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