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
$263M
AUM Growth
-$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$9.3M
4
DD icon
DuPont de Nemours
DD
+$9.26M
5
BA icon
Boeing
BA
+$7.63M

Top Sells

1
+$36.8M
2
+$22.6M
3
+$14.5M
4
ARM icon
Arm
ARM
+$8.83M
5
TSLA icon
Tesla
TSLA
+$8.26M

Sector Composition

1 Industrials 27.48%
2 Consumer Discretionary 14.89%
3 Technology 13.03%
4 Healthcare 12.02%
5 Energy 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.6M 9.33%
143,956
+44,710
2
$16.2M 6.15%
28,084
+218
3
$16.2M 6.15%
80,849
+1,242
4
$15.9M 6.05%
142,066
+3,424
5
$15.4M 5.87%
69,539
+898
6
$14.1M 5.36%
758,503
+10,382
7
$13.1M 4.97%
+98,780
8
$12.9M 4.89%
13,786
+257
9
$11.8M 4.47%
23,742
+23,727
10
$10.9M 4.14%
264,532
+3,017
11
$10.8M 4.09%
270,964
+5,115
12
$10.1M 3.86%
69,404
+1,080
13
$9.69M 3.68%
50,940
+519
14
$9.31M 3.54%
71,756
+71,679
15
$9.26M 3.52%
+124,020
16
$8.8M 3.35%
32,723
+733
17
$8.69M 3.3%
34,177
+352
18
$8.35M 3.17%
177,563
+2,897
19
$6.5M 2.47%
+25,141
20
$6.13M 2.33%
46,305
+46,274
21
$5.4M 2.05%
+182,286
22
$2.78M 1.06%
2,100
23
$2.33M 0.89%
11,129
+11,097
24
$1.4M 0.53%
11,768
+183
25
$902K 0.34%
94,148
+8,524
1
2 3 4 5