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
$292M
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$8.4M
3
+$6.79M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$6.75M
5
ZTS icon
Zoetis
ZTS
+$5.51M

Top Sells

1
+$14.5M
2
+$8.46M
3
+$8.39M
4
SMCI icon
Super Micro Computer
SMCI
+$6.95M
5
LLY icon
Eli Lilly
LLY
+$6.83M

Sector Composition

1 Technology 40.68%
2 Industrials 13.08%
3 Energy 9.54%
4 Consumer Discretionary 9.39%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.17K ﹤0.01%
14
202
$3.12K ﹤0.01%
21
203
$2.94K ﹤0.01%
59
204
$2.92K ﹤0.01%
45
205
$2.92K ﹤0.01%
17
206
$2.86K ﹤0.01%
19
207
$2.85K ﹤0.01%
16
208
$2.83K ﹤0.01%
66
209
$2.76K ﹤0.01%
14
210
$2.69K ﹤0.01%
64
211
$2.64K ﹤0.01%
5
212
$2.63K ﹤0.01%
195
213
$2.53K ﹤0.01%
69
214
$2.48K ﹤0.01%
5
215
$2.46K ﹤0.01%
10
216
$2.42K ﹤0.01%
33
217
$2.39K ﹤0.01%
753
218
$2.35K ﹤0.01%
6
219
$2.33K ﹤0.01%
40
220
$2.31K ﹤0.01%
8
221
$2.28K ﹤0.01%
64
222
$2.03K ﹤0.01%
203
223
$1.61K ﹤0.01%
46
224
$1.47K ﹤0.01%
207
225
$1.43K ﹤0.01%
91
7 8
9
10 11