WCM

Westend Capital Management Portfolio holdings

AUM $357M
1-Year Est. Return 67.23%
This Quarter Est. Return
1 Year Est. Return
+67.23%
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
176
$4.19K ﹤0.01%
39
177
$4.18K ﹤0.01%
22
178
$4.17K ﹤0.01%
40
179
$4.09K ﹤0.01%
47
180
$4.04K ﹤0.01%
42
181
$4.02K ﹤0.01%
69
182
$3.95K ﹤0.01%
14
183
$3.94K ﹤0.01%
59
184
$3.92K ﹤0.01%
21
185
$3.91K ﹤0.01%
15
186
$3.83K ﹤0.01%
14
187
$3.68K ﹤0.01%
29
188
$3.62K ﹤0.01%
20
189
$3.61K ﹤0.01%
177
190
$3.59K ﹤0.01%
64
191
$3.58K ﹤0.01%
64
192
$3.27K ﹤0.01%
33
193
$3.04K ﹤0.01%
135
194
$3.03K ﹤0.01%
313
-180
195
$2.97K ﹤0.01%
132
196
$2.96K ﹤0.01%
+125
197
$2.16K ﹤0.01%
86
-66
198
$2.13K ﹤0.01%
12
-3,200
199
$1.99K ﹤0.01%
50
200
$1.56K ﹤0.01%
2
-1
6 7
8
9 10