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
$325M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.7M
3
+$10.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.4M
5
DB icon
Deutsche Bank
DB
+$10.3M

Top Sells

1
+$15.5M
2
+$13.9M
3
+$11.2M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
GTLB icon
GitLab
GTLB
+$8M

Sector Composition

1 Industrials 25.26%
2 Technology 18.06%
3 Communication Services 12.35%
4 Energy 10.99%
5 Financials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.51K ﹤0.01%
+25
202
$1.44K ﹤0.01%
195
203
$1.27K ﹤0.01%
10
204
$1.2K ﹤0.01%
50
205
$1.19K ﹤0.01%
46
206
$1.18K ﹤0.01%
8
207
$1.16K ﹤0.01%
5
208
$1.11K ﹤0.01%
26
209
$1K ﹤0.01%
4
210
$957 ﹤0.01%
+30
211
$919 ﹤0.01%
25
212
$843 ﹤0.01%
5
213
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214
$743 ﹤0.01%
10
215
$661 ﹤0.01%
30
216
$432 ﹤0.01%
3
217
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10
218
$202 ﹤0.01%
78
219
$183 ﹤0.01%
2
220
$150 ﹤0.01%
1
221
$140 ﹤0.01%
1
222
$124 ﹤0.01%
1
223
$87 ﹤0.01%
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224
$56 ﹤0.01%
2
225
$50 ﹤0.01%
1
7 8
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