WCM

Westend Capital Management Portfolio holdings

AUM $333M
1-Year Est. Return 86.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.3M
3
+$7.85M
4
BIDU icon
Baidu
BIDU
+$7.48M
5
BA icon
Boeing
BA
+$2.55M

Top Sells

1
+$13.1M
2
+$10.9M
3
+$9.95M
4
VEEV icon
Veeva Systems
VEEV
+$8.08M
5
NTR icon
Nutrien
NTR
+$7.09M

Sector Composition

1 Industrials 26.82%
2 Technology 19.33%
3 Communication Services 15.7%
4 Consumer Discretionary 14.97%
5 Financials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.05K ﹤0.01%
39
202
$4K ﹤0.01%
40
203
$3.98K ﹤0.01%
47
204
$3.97K ﹤0.01%
+249
205
$3.82K ﹤0.01%
+20
206
$3.82K ﹤0.01%
14
207
$3.64K ﹤0.01%
+61
208
$3.55K ﹤0.01%
+50
209
$3.54K ﹤0.01%
+99
210
$3.52K ﹤0.01%
+26
211
$3.51K ﹤0.01%
+84
212
$3.49K ﹤0.01%
+5
213
$3.48K ﹤0.01%
26
-4,806
214
$3.48K ﹤0.01%
+246
215
$3.39K ﹤0.01%
+23
216
$3.34K ﹤0.01%
313
217
$3.24K ﹤0.01%
+75
218
$3.02K ﹤0.01%
33
219
$2.92K ﹤0.01%
12
220
$2.54K ﹤0.01%
111
-4,393
221
$2.39K ﹤0.01%
34
+9
222
$2.25K ﹤0.01%
+30
223
$1.98K ﹤0.01%
76
-2,813
224
$1.86K ﹤0.01%
50
225
$1.41K ﹤0.01%
10
7 8
9
10 11