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
$263M
AUM Growth
-$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$9.3M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
BA icon
Boeing
BA
+$7.63M

Top Sells

1
+$36.8M
2
+$22.6M
3
+$14.5M
4
ARM icon
Arm
ARM
+$8.83M
5
TSLA icon
Tesla
TSLA
+$8.26M

Sector Composition

1 Industrials 27.48%
2 Consumer Discretionary 14.89%
3 Technology 13.03%
4 Healthcare 12.02%
5 Energy 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.57K ﹤0.01%
108
177
$3.5K ﹤0.01%
15
178
$3.47K ﹤0.01%
20
179
$3.44K ﹤0.01%
43
180
$3.41K ﹤0.01%
135
181
$3.41K ﹤0.01%
+33
182
$3.37K ﹤0.01%
22
183
$3.33K ﹤0.01%
14
184
$3.33K ﹤0.01%
64
185
$3.25K ﹤0.01%
21
-71
186
$3.23K ﹤0.01%
64
187
$3.12K ﹤0.01%
59
188
$3.02K ﹤0.01%
+133
189
$2.71K ﹤0.01%
58
-203
190
$2.71K ﹤0.01%
31
191
$2.48K ﹤0.01%
3
-15
192
$2.42K ﹤0.01%
152
-275
193
$1.9K ﹤0.01%
+20
194
$1.84K ﹤0.01%
+50
195
$1.67K ﹤0.01%
10
-40,404
196
$1.6K ﹤0.01%
195
197
$1.4K ﹤0.01%
46
198
$1.06K ﹤0.01%
+5
199
$1.05K ﹤0.01%
+8
200
$1.03K ﹤0.01%
+5
6 7
8
9 10