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
$285M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.19M
3
+$8.04M
4
DUOL icon
Duolingo
DUOL
+$2.54M
5
AXP icon
American Express
AXP
+$2.13M

Top Sells

1
+$9.95M
2
+$8.41M
3
+$7.49M
4
NOW icon
ServiceNow
NOW
+$4.82M
5
ACMR icon
ACM Research
ACMR
+$4.8M

Sector Composition

1 Technology 47.79%
2 Communication Services 10.99%
3 Industrials 10.79%
4 Energy 9.79%
5 Financials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.22K ﹤0.01%
132
177
$3.2K ﹤0.01%
108
178
$3.19K ﹤0.01%
32
+1
179
$3.15K ﹤0.01%
22
180
$3.07K ﹤0.01%
22
181
$3.07K ﹤0.01%
14
182
$3.07K ﹤0.01%
58
183
$3.05K ﹤0.01%
80
184
$3.01K ﹤0.01%
6
185
$3K ﹤0.01%
14
186
$2.98K ﹤0.01%
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187
$2.91K ﹤0.01%
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$2.9K ﹤0.01%
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189
$2.88K ﹤0.01%
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$2.85K ﹤0.01%
14
191
$2.84K ﹤0.01%
59
192
$2.82K ﹤0.01%
20
+2
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$2.82K ﹤0.01%
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194
$2.67K ﹤0.01%
21
195
$2.61K ﹤0.01%
64
196
$2.53K ﹤0.01%
69
197
$2.51K ﹤0.01%
64
198
$2.51K ﹤0.01%
+5
199
$2.48K ﹤0.01%
16
200
$2.46K ﹤0.01%
33
6 7
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9 10