WCM

Westend Capital Management Portfolio holdings

AUM $333M
1-Year Est. Return 86.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.3M
3
+$7.85M
4
BIDU icon
Baidu
BIDU
+$7.48M
5
BA icon
Boeing
BA
+$2.55M

Top Sells

1
+$13.1M
2
+$10.9M
3
+$9.95M
4
VEEV icon
Veeva Systems
VEEV
+$8.08M
5
NTR icon
Nutrien
NTR
+$7.09M

Sector Composition

1 Industrials 26.82%
2 Technology 19.33%
3 Communication Services 15.7%
4 Consumer Discretionary 14.97%
5 Financials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.31K ﹤0.01%
13
152
$8.22K ﹤0.01%
+81
153
$8.16K ﹤0.01%
+199
154
$8.06K ﹤0.01%
40
155
$7.96K ﹤0.01%
23
156
$7.84K ﹤0.01%
47
157
$7.58K ﹤0.01%
32
-14
158
$7.48K ﹤0.01%
5
159
$7.48K ﹤0.01%
+57
160
$7.46K ﹤0.01%
+259
161
$7.2K ﹤0.01%
+119
162
$7.17K ﹤0.01%
38
163
$7.03K ﹤0.01%
60
164
$6.81K ﹤0.01%
+81
165
$6.79K ﹤0.01%
14
166
$6.71K ﹤0.01%
+130
167
$6.7K ﹤0.01%
33
168
$6.67K ﹤0.01%
30
169
$6.63K ﹤0.01%
80
170
$6.56K ﹤0.01%
19
171
$6.52K ﹤0.01%
+83
172
$6.49K ﹤0.01%
23
173
$6.35K ﹤0.01%
18
174
$6.3K ﹤0.01%
50
175
$6.26K ﹤0.01%
108
5 6
7
8 9