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
$91.6M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.53M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$2.36M
5
TXN icon
Texas Instruments
TXN
+$2.33M

Top Sells

1
+$2.28M
2
+$2.19M
3
+$2.15M
4
NBIS
Nebius Group N.V.
NBIS
+$1.94M
5
LVS icon
Las Vegas Sands
LVS
+$1.93M

Sector Composition

1 Communication Services 25.4%
2 Technology 17.6%
3 Financials 13.39%
4 Healthcare 10.62%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.09M 8.82%
106,456
+62
2
$5.45M 5.94%
876,037
-9,261
3
$4.13M 4.51%
46,241
+4,357
4
$4.05M 4.42%
48,348
+28,111
5
$3.37M 3.68%
27,333
+168
6
$3.29M 3.59%
126,165
+45,945
7
$3.27M 3.57%
197,682
+12,492
8
$3.09M 3.37%
27,753
+3,080
9
$2.95M 3.22%
+120,884
10
$2.6M 2.84%
160,482
+56,693
11
$2.55M 2.79%
30,672
+13,150
12
$2.54M 2.77%
14,355
+9,802
13
$2.53M 2.76%
+51,936
14
$2.46M 2.68%
+51,202
15
$2.4M 2.62%
29,984
+138
16
$2.33M 2.54%
+53,379
17
$2.32M 2.53%
45,040
+1,356
18
$2.28M 2.49%
25,881
+3,567
19
$2.1M 2.29%
23,719
+1,240
20
$2M 2.18%
35,256
+5,613
21
$1.88M 2.05%
35,821
+7,855
22
$1.8M 1.96%
35,131
-3,280
23
$1.73M 1.89%
+27,975
24
$1.72M 1.88%
+45,864
25
$1.64M 1.79%
8,373
-1,268
1
2 3 4 5