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
$285M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.19M
3
+$8.04M
4
DUOL icon
Duolingo
DUOL
+$2.54M
5
AXP icon
American Express
AXP
+$2.13M

Top Sells

1
+$9.95M
2
+$8.41M
3
+$7.49M
4
NOW icon
ServiceNow
NOW
+$4.82M
5
ACMR icon
ACM Research
ACMR
+$4.8M

Sector Composition

1 Technology 47.79%
2 Communication Services 10.99%
3 Industrials 10.79%
4 Energy 9.79%
5 Financials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.8M 14.68%
336,182
+1,652
2
$21.6M 7.57%
42,718
+362
3
$16.3M 5.72%
228,820
+2,851
4
$14.7M 5.15%
67,684
+66,389
5
$14.2M 4.98%
292,661
+2,029
6
$13.2M 4.62%
14,396
+38
7
$12.8M 4.51%
255,782
+644
8
$12.4M 4.35%
27,093
-68
9
$11.8M 4.14%
719,555
+2,203
10
$10.8M 3.8%
250,097
+2,413
11
$10.7M 3.75%
43,118
+230
12
$9.93M 3.49%
50,366
+926
13
$9.08M 3.19%
13,482
-30
14
$8.24M 2.9%
51,857
+51,505
15
$8.04M 2.83%
+50,641
16
$7.31M 2.57%
31,267
+9,118
17
$7.29M 2.56%
477,961
+7,827
18
$7.05M 2.48%
53,588
+710
19
$6.95M 2.44%
85,510
+2,320
20
$6.92M 2.43%
267,545
-19
21
$6.69M 2.35%
38,845
-129
22
$6.33M 2.22%
38,580
-30
23
$6.11M 2.15%
15,582
+47
24
$2.54M 0.89%
+12,989
25
$1.52M 0.53%
2,100
1
2 3 4 5