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
$357M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$15.3M
3 +$14.7M
4
KGS icon
Kodiak Gas Services
KGS
+$13.6M
5
WYNN icon
Wynn Resorts
WYNN
+$12.1M

Top Sells

1 +$22.3M
2 +$19M
3 +$17.7M
4
SNOW icon
Snowflake
SNOW
+$16.2M
5
AMD icon
Advanced Micro Devices
AMD
+$10.6M

Sector Composition

1 Industrials 29.67%
2 Energy 13.79%
3 Financials 11.42%
4 Consumer Discretionary 10.96%
5 Technology 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GSK icon
201
GSK
GSK
$97.3B
$3.68K ﹤0.01%
75
ABT icon
202
Abbott
ABT
$212B
$3.63K ﹤0.01%
29
+3
T icon
203
AT&T
T
$167B
$3.45K ﹤0.01%
+139
SDOW icon
204
ProShares UltraPro Short Dow 30
SDOW
$136M
$3.16K ﹤0.01%
99
SPOT icon
205
Spotify
SPOT
$104B
$2.9K ﹤0.01%
5
OTIS icon
206
Otis Worldwide
OTIS
$35.1B
$2.88K ﹤0.01%
33
DOW icon
207
Dow Inc
DOW
$19.6B
$2.6K ﹤0.01%
111
OGN icon
208
Organon & Co
OGN
$2.28B
$2.24K ﹤0.01%
313
SHLD icon
209
Global X Defense Tech ETF
SHLD
$6.83B
$2.2K ﹤0.01%
34
BXSL icon
210
Blackstone Secured Lending
BXSL
$6.13B
$2K ﹤0.01%
76
SQQQ icon
211
ProShares UltraPro Short QQQ
SQQQ
$2.11B
$1.99K ﹤0.01%
29
-1
FLIN icon
212
Franklin FTSE India ETF
FLIN
$2.84B
$1.93K ﹤0.01%
50
AJG icon
213
Arthur J. Gallagher & Co
AJG
$66.4B
$1.81K ﹤0.01%
+7
XLK icon
214
State Street Technology Select Sector SPDR ETF
XLK
$93.7B
$1.44K ﹤0.01%
10
OUNZ icon
215
VanEck Merk Gold Trust
OUNZ
$2.64B
$1.24K ﹤0.01%
30
XLI icon
216
State Street Industrial Select Sector SPDR ETF
XLI
$28.3B
$1.24K ﹤0.01%
8
LHX icon
217
L3Harris
LHX
$64.8B
$1.17K ﹤0.01%
4
TEL icon
218
TE Connectivity
TEL
$70.7B
$1.14K ﹤0.01%
5
KHC icon
219
Kraft Heinz
KHC
$27.9B
$1.12K ﹤0.01%
46
TQQQ icon
220
ProShares UltraPro QQQ
TQQQ
$30B
$1.05K ﹤0.01%
20
BE icon
221
Bloom Energy
BE
$35.4B
$1.04K ﹤0.01%
12
HON icon
222
Honeywell
HON
$139B
$975 ﹤0.01%
5
FXI icon
223
iShares China Large-Cap ETF
FXI
$6.56B
$957 ﹤0.01%
25
SOLZ
224
Solana ETF
SOLZ
$150M
$943 ﹤0.01%
74
+65
OBDC icon
225
Blue Owl Capital
OBDC
$6.44B
$870 ﹤0.01%
70