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
$325M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.7M
3
+$10.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.4M
5
DB icon
Deutsche Bank
DB
+$10.3M

Top Sells

1
+$15.5M
2
+$13.9M
3
+$11.2M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
GTLB icon
GitLab
GTLB
+$8M

Sector Composition

1 Industrials 25.26%
2 Technology 18.06%
3 Communication Services 12.35%
4 Energy 10.99%
5 Financials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRU icon
176
Prudential Financial
PRU
$35.7B
$4.19K ﹤0.01%
39
CR icon
177
Crane Co
CR
$10.8B
$4.18K ﹤0.01%
22
BAH icon
178
Booz Allen Hamilton
BAH
$12.4B
$4.17K ﹤0.01%
40
AGO icon
179
Assured Guaranty
AGO
$3.86B
$4.09K ﹤0.01%
47
CHD icon
180
Church & Dwight Co
CHD
$21.5B
$4.04K ﹤0.01%
42
EQT icon
181
EQT Corp
EQT
$35.2B
$4.02K ﹤0.01%
69
APD icon
182
Air Products & Chemicals
APD
$56.6B
$3.95K ﹤0.01%
14
SYF icon
183
Synchrony
SYF
$26B
$3.94K ﹤0.01%
59
PNC icon
184
PNC Financial Services
PNC
$71.5B
$3.92K ﹤0.01%
21
VMC icon
185
Vulcan Materials
VMC
$39B
$3.91K ﹤0.01%
15
MAR icon
186
Marriott International
MAR
$70.6B
$3.83K ﹤0.01%
14
HIG icon
187
Hartford Financial Services
HIG
$34.8B
$3.68K ﹤0.01%
29
MOG.A icon
188
Moog Inc Class A
MOG.A
$6.53B
$3.62K ﹤0.01%
20
HAL icon
189
Halliburton
HAL
$19.3B
$3.61K ﹤0.01%
177
EQH icon
190
Equitable Holdings
EQH
$14.4B
$3.59K ﹤0.01%
64
POWI icon
191
Power Integrations
POWI
$2.54B
$3.58K ﹤0.01%
64
OTIS icon
192
Otis Worldwide
OTIS
$35.9B
$3.27K ﹤0.01%
33
MGY icon
193
Magnolia Oil & Gas
MGY
$4.25B
$3.04K ﹤0.01%
135
OGN icon
194
Organon & Co
OGN
$2.4B
$3.03K ﹤0.01%
313
-180
MUR icon
195
Murphy Oil
MUR
$3.94B
$2.97K ﹤0.01%
132
ETH
196
Grayscale Ethereum Mini Trust ETF
ETH
$2.83B
$2.96K ﹤0.01%
+125
SOXL icon
197
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$15.6B
$2.16K ﹤0.01%
86
-66
GOOG icon
198
Alphabet (Google) Class C
GOOG
$3.11T
$2.13K ﹤0.01%
12
-3,200
FLIN icon
199
Franklin FTSE India ETF
FLIN
$2.55B
$1.99K ﹤0.01%
50
LLY icon
200
Eli Lilly
LLY
$725B
$1.56K ﹤0.01%
2
-1
6 7
8
9 10