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
$337M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.5M
3
+$10.5M
4
ASML icon
ASML
ASML
+$7.03M
5
VST icon
Vistra
VST
+$6.2M

Top Sells

1
+$12.4M
2
+$10.1M
3
+$7.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.79M
5
MSFT icon
Microsoft
MSFT
+$5.24M

Sector Composition

1 Technology 47.23%
2 Industrials 12.62%
3 Consumer Discretionary 10.64%
4 Energy 9.53%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.1K ﹤0.01%
28
177
$4.06K ﹤0.01%
14
178
$4.05K ﹤0.01%
21
179
$3.99K ﹤0.01%
132
180
$3.95K ﹤0.01%
64
181
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20
182
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22
183
$3.9K ﹤0.01%
14
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$3.86K ﹤0.01%
15
185
$3.83K ﹤0.01%
59
186
$3.82K ﹤0.01%
6
187
$3.8K ﹤0.01%
3
188
$3.59K ﹤0.01%
31
-1
189
$3.39K ﹤0.01%
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190
$3.34K ﹤0.01%
22
191
$3.33K ﹤0.01%
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192
$3.3K ﹤0.01%
11
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194
$3.17K ﹤0.01%
29
195
$3.16K ﹤0.01%
135
196
$3.07K ﹤0.01%
31
197
$3.02K ﹤0.01%
64
198
$2.96K ﹤0.01%
16
199
$2.86K ﹤0.01%
5
200
$2.79K ﹤0.01%
66
6 7
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9 10