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
$285M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.19M
3
+$8.04M
4
DUOL icon
Duolingo
DUOL
+$2.54M
5
AXP icon
American Express
AXP
+$2.13M

Top Sells

1
+$9.95M
2
+$8.41M
3
+$7.49M
4
NOW icon
ServiceNow
NOW
+$4.82M
5
ACMR icon
ACM Research
ACMR
+$4.8M

Sector Composition

1 Technology 47.79%
2 Communication Services 10.99%
3 Industrials 10.79%
4 Energy 9.79%
5 Financials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.44K ﹤0.01%
195
202
$2.44K ﹤0.01%
27
203
$2.39K ﹤0.01%
66
204
$2.32K ﹤0.01%
5
205
$2.24K ﹤0.01%
+56
206
$2.17K ﹤0.01%
753
-8,277
207
$2.14K ﹤0.01%
40
208
$2.04K ﹤0.01%
8
209
$2.02K ﹤0.01%
203
210
$2.01K ﹤0.01%
10
211
$1.97K ﹤0.01%
6
-8
212
$1.66K ﹤0.01%
91
213
$1.47K ﹤0.01%
46
214
$1.4K ﹤0.01%
207
215
$1.21K ﹤0.01%
11
216
$764 ﹤0.01%
12
217
$643 ﹤0.01%
3
218
$394 ﹤0.01%
78
219
$222 ﹤0.01%
+1
220
$135 ﹤0.01%
+2
221
$98 ﹤0.01%
1
-51
222
$97 ﹤0.01%
+1
223
$86 ﹤0.01%
+1
224
$83 ﹤0.01%
+2
225
$78 ﹤0.01%
+15
7 8
9
10 11