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
$337M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.5M
3
+$10.5M
4
ASML icon
ASML
ASML
+$7.03M
5
VST icon
Vistra
VST
+$6.2M

Top Sells

1
+$12.4M
2
+$10.1M
3
+$7.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.79M
5
MSFT icon
Microsoft
MSFT
+$5.24M

Sector Composition

1 Technology 47.23%
2 Industrials 12.62%
3 Consumer Discretionary 10.64%
4 Energy 9.53%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.22K ﹤0.01%
19
202
$2.14K ﹤0.01%
195
203
$2.1K ﹤0.01%
753
204
$2.05K ﹤0.01%
118
-1,862
205
$1.41K ﹤0.01%
46
206
$1.39K ﹤0.01%
11
207
$985 ﹤0.01%
6
208
$924 ﹤0.01%
87
-1,548
209
$741 ﹤0.01%
3
210
$695 ﹤0.01%
12
211
$653 ﹤0.01%
50
212
$533 ﹤0.01%
14
-1,734
213
$293 ﹤0.01%
78
214
$252 ﹤0.01%
3
215
$179 ﹤0.01%
1
216
$159 ﹤0.01%
2
217
$131 ﹤0.01%
1
218
$111 ﹤0.01%
1
219
$82 ﹤0.01%
2
220
$61 ﹤0.01%
1
221
$51 ﹤0.01%
15
222
$50 ﹤0.01%
1
223
$50 ﹤0.01%
2
-3,518
224
$42 ﹤0.01%
26
225
– –
-64
7 8
9
10 11