WC

Westwind Capital Portfolio holdings

AUM $479M
1-Year Est. Return 13.59%
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$539K
2 +$450K
3 +$311K
4
ROKU icon
Roku
ROKU
+$303K
5
IT icon
Gartner
IT
+$269K

Top Sells

1 +$4.7M
2 +$4.49M
3 +$1.05M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.01M
5
MA icon
Mastercard
MA
+$365K

Sector Composition

1 Technology 32.62%
2 Healthcare 19.92%
3 Financials 18.95%
4 Communication Services 16.38%
5 Real Estate 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-116
52
-5,692