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
$96.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.5M
3
+$4.39M
4
SPLK
Splunk Inc
SPLK
+$4.03M
5
EBAY icon
eBay
EBAY
+$3.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.79%
2 Communication Services 15.42%
3 Consumer Staples 10.98%
4 Industrials 10.15%
5 Energy 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.04M 5.22%
+185,300
2
$4.5M 4.66%
+101,721
3
$4.39M 4.55%
+843,946
4
$4.03M 4.17%
+86,838
5
$3.7M 3.83%
+169,891
6
$3.63M 3.76%
+54,132
7
$3.52M 3.65%
+141,345
8
$3.21M 3.32%
+57,525
9
$2.95M 3.06%
+29,887
10
$2.63M 2.73%
+25,708
11
$2.53M 2.62%
+14,184
12
$2.51M 2.6%
+54,920
13
$2.28M 2.37%
+82,617
14
$2.2M 2.28%
+109,567
15
$2.16M 2.24%
+37,760
16
$2.05M 2.12%
+30,888
17
$2.03M 2.11%
+58,224
18
$2.03M 2.1%
+11,528
19
$1.98M 2.05%
+12,640
20
$1.92M 1.99%
+71,648
21
$1.91M 1.98%
+46,782
22
$1.89M 1.96%
+4,752
23
$1.89M 1.96%
+140,219
24
$1.87M 1.94%
+77,036
25
$1.85M 1.92%
+24,064
1
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