WC

Westwind Capital Portfolio holdings

AUM $489M
1-Year Est. Return 9.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$27.8M
2 +$25.8M
3 +$24.8M
4
ADBE icon
Adobe
ADBE
+$20M
5
MSFT icon
Microsoft
MSFT
+$17.3M

Top Sells

1 +$132M
2 +$107M
3 +$67.7M
4
MA icon
Mastercard
MA
+$21.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$17.7M

Sector Composition

1 Technology 44.19%
2 Financials 21.62%
3 Healthcare 14.62%
4 Consumer Discretionary 6.16%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-19,899