WCM

Westerly Capital Management Portfolio holdings

AUM $315M
1-Year Est. Return 49.21%
This Quarter Est. Return
1 Year Est. Return
+49.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$6.49M
2 +$5.14M
3 +$4.71M
4
DOCU icon
DocuSign
DOCU
+$3.78M
5
DIS icon
Walt Disney
DIS
+$3.65M

Top Sells

1 +$7.2M
2 +$4.85M
3 +$4.71M
4
AMZN icon
Amazon
AMZN
+$3.91M
5
SNAP icon
Snap
SNAP
+$3.56M

Sector Composition

1 Technology 57.39%
2 Communication Services 19.42%
3 Industrials 9.61%
4 Materials 5.69%
5 Financials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-40,000