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
$357M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$15.3M
3 +$14.7M
4
KGS icon
Kodiak Gas Services
KGS
+$13.6M
5
WYNN icon
Wynn Resorts
WYNN
+$12.1M

Top Sells

1 +$22.3M
2 +$19M
3 +$17.7M
4
SNOW icon
Snowflake
SNOW
+$16.2M
5
AMD icon
Advanced Micro Devices
AMD
+$10.6M

Sector Composition

1 Industrials 29.67%
2 Energy 13.79%
3 Financials 11.42%
4 Consumer Discretionary 10.96%
5 Technology 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HLI icon
176
Houlihan Lokey
HLI
$13.3B
$7.14K ﹤0.01%
41
PFG icon
177
Principal Financial Group
PFG
$19.4B
$7.06K ﹤0.01%
80
CSCO icon
178
Cisco
CSCO
$297B
$6.86K ﹤0.01%
+89
VCIT icon
179
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.6B
$6.78K ﹤0.01%
81
SONY icon
180
Sony
SONY
$144B
$6.63K ﹤0.01%
259
FLEX icon
181
Flex
FLEX
$24B
$6.53K ﹤0.01%
108
NAIL icon
182
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$673M
$6.4K ﹤0.01%
129
ADBE icon
183
Adobe
ADBE
$122B
$6.3K ﹤0.01%
18
UNH icon
184
UnitedHealth
UNH
$300B
$6.27K ﹤0.01%
19
DVN icon
185
Devon Energy
DVN
$22.7B
$6.15K ﹤0.01%
168
DKS icon
186
Dick's Sporting Goods
DKS
$19.4B
$5.94K ﹤0.01%
30
NLY icon
187
Annaly Capital Management
NLY
$16.7B
$5.66K ﹤0.01%
253
PAG icon
188
Penske Automotive Group
PAG
$10.8B
$5.54K ﹤0.01%
35
TT icon
189
Trane Technologies
TT
$86.4B
$5.45K ﹤0.01%
14
ETR icon
190
Entergy
ETR
$43.1B
$5.36K ﹤0.01%
58
KMI icon
191
Kinder Morgan
KMI
$62.2B
$5.36K ﹤0.01%
+195
BSX icon
192
Boston Scientific
BSX
$131B
$5.24K ﹤0.01%
55
KO icon
193
Coca-Cola
KO
$303B
$5.1K ﹤0.01%
+73
STCE icon
194
Schwab Crypto Thematic ETF
STCE
$308M
$5.07K ﹤0.01%
85
+2
TXN icon
195
Texas Instruments
TXN
$174B
$5.03K ﹤0.01%
+29
TFC icon
196
Truist Financial
TFC
$63.9B
$4.92K ﹤0.01%
+100
CMCSA icon
197
Comcast
CMCSA
$101B
$4.87K ﹤0.01%
+163
ACN icon
198
Accenture
ACN
$176B
$4.29K ﹤0.01%
16
-6
NUE icon
199
Nucor
NUE
$39.9B
$4.24K ﹤0.01%
26
ETH
200
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.44B
$3.79K ﹤0.01%
135