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
$263M
AUM Growth
-$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$9.3M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
BA icon
Boeing
BA
+$7.63M

Top Sells

1
+$36.8M
2
+$22.6M
3
+$14.5M
4
ARM icon
Arm
ARM
+$8.83M
5
TSLA icon
Tesla
TSLA
+$8.26M

Sector Composition

1 Industrials 27.48%
2 Consumer Discretionary 14.89%
3 Technology 13.03%
4 Healthcare 12.02%
5 Energy 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$983 ﹤0.01%
+50
202
$972 ﹤0.01%
87
203
$906 ﹤0.01%
6
204
$896 ﹤0.01%
+25
205
$863 ﹤0.01%
26
-104
206
$837 ﹤0.01%
+4
207
$796 ﹤0.01%
1
-41
208
$707 ﹤0.01%
+5
209
$683 ﹤0.01%
+30
210
$683 ﹤0.01%
3
211
$653 ﹤0.01%
+10
212
$598 ﹤0.01%
12
213
$573 ﹤0.01%
+10
214
$561 ﹤0.01%
50
215
$530 ﹤0.01%
14
216
$430 ﹤0.01%
12
-468
217
$394 ﹤0.01%
+5
218
$296 ﹤0.01%
+3
219
$261 ﹤0.01%
3
220
$259 ﹤0.01%
1
-31,903
221
$247 ﹤0.01%
78
222
$174 ﹤0.01%
1
223
$166 ﹤0.01%
1
-39,261
224
$163 ﹤0.01%
2
225
$131 ﹤0.01%
1
7 8
9
10 11