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
$292M
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$8.4M
3
+$6.79M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$6.75M
5
ZTS icon
Zoetis
ZTS
+$5.51M

Top Sells

1
+$14.5M
2
+$8.46M
3
+$8.39M
4
SMCI icon
Super Micro Computer
SMCI
+$6.95M
5
LLY icon
Eli Lilly
LLY
+$6.83M

Sector Composition

1 Technology 40.68%
2 Industrials 13.08%
3 Energy 9.54%
4 Consumer Discretionary 9.39%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.28K ﹤0.01%
3
177
$4.17K ﹤0.01%
14
178
$4.1K ﹤0.01%
64
179
$4.04K ﹤0.01%
132
180
$4.04K ﹤0.01%
20
181
$4.03K ﹤0.01%
17
182
$4.02K ﹤0.01%
28
183
$3.88K ﹤0.01%
21
184
$3.88K ﹤0.01%
32
185
$3.83K ﹤0.01%
14
186
$3.82K ﹤0.01%
58
187
$3.79K ﹤0.01%
6
188
$3.76K ﹤0.01%
15
189
$3.74K ﹤0.01%
47
190
$3.61K ﹤0.01%
108
191
$3.6K ﹤0.01%
102
192
$3.49K ﹤0.01%
31
193
$3.48K ﹤0.01%
22
194
$3.48K ﹤0.01%
14
195
$3.48K ﹤0.01%
14
196
$3.41K ﹤0.01%
29
197
$3.37K ﹤0.01%
21
198
$3.34K ﹤0.01%
43
199
$3.3K ﹤0.01%
135
200
$3.29K ﹤0.01%
22
6 7
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