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
$93.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$6.48M
2 +$5.55M
3 +$4.93M
4
GNC
GNC Holdings, Inc.
GNC
+$4.92M
5
SINA
Sina Corp
SINA
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 20.51%
2 Technology 14.49%
3 Industrials 10.94%
4 Energy 10.33%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.48M 6.96%
+118,589
2
$5.55M 5.96%
+874,453
3
$4.93M 5.29%
+71,753
4
$4.92M 5.28%
+84,128
5
$4.28M 4.59%
+50,815
6
$4.15M 4.45%
+46,230
7
$4.03M 4.33%
+24,877
8
$3.52M 3.78%
+14,971
9
$2.97M 3.19%
+25,514
10
$2.69M 2.89%
+62,317
11
$2.64M 2.84%
+19,372
12
$2.56M 2.74%
+45,920
13
$2.36M 2.53%
+10,886
14
$2.26M 2.43%
+31,625
15
$2.25M 2.41%
+28,515
16
$2.05M 2.2%
+25,534
17
$2.01M 2.15%
+45,993
18
$1.99M 2.14%
+40,173
19
$1.83M 1.97%
+101,635
20
$1.81M 1.95%
+46,757
21
$1.8M 1.93%
+57,400
22
$1.78M 1.91%
+11,029
23
$1.67M 1.79%
+20,471
24
$1.61M 1.73%
+6,545
25
$1.53M 1.65%
+68,197