WCM

Westend Capital Management Portfolio holdings

AUM $333M
1-Year Est. Return 86.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.3M
3
+$7.85M
4
BIDU icon
Baidu
BIDU
+$7.48M
5
BA icon
Boeing
BA
+$2.55M

Top Sells

1
+$13.1M
2
+$10.9M
3
+$9.95M
4
VEEV icon
Veeva Systems
VEEV
+$8.08M
5
NTR icon
Nutrien
NTR
+$7.09M

Sector Composition

1 Industrials 26.82%
2 Technology 19.33%
3 Communication Services 15.7%
4 Consumer Discretionary 14.97%
5 Financials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.09K ﹤0.01%
35
177
$5.91K ﹤0.01%
14
178
$5.89K ﹤0.01%
168
179
$5.87K ﹤0.01%
+21
180
$5.54K ﹤0.01%
+268
181
$5.42K ﹤0.01%
22
182
$5.41K ﹤0.01%
58
183
$5.37K ﹤0.01%
+55
184
$5.37K ﹤0.01%
3
185
$5.29K ﹤0.01%
135
-229,265
186
$5.29K ﹤0.01%
135
+10
187
$5.11K ﹤0.01%
253
188
$4.83K ﹤0.01%
41
189
$4.74K ﹤0.01%
56
190
$4.69K ﹤0.01%
11
191
$4.68K ﹤0.01%
22
192
$4.66K ﹤0.01%
28
193
$4.61K ﹤0.01%
15
194
$4.55K ﹤0.01%
6
195
$4.35K ﹤0.01%
177
196
$4.22K ﹤0.01%
21
197
$4.19K ﹤0.01%
59
198
$4.15K ﹤0.01%
20
199
$4.15K ﹤0.01%
+62
200
$4.05K ﹤0.01%
22
6 7
8
9 10