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
$412M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$28.3M
2 +$26.7M
3 +$25.4M
4
ADBE icon
Adobe
ADBE
+$18.9M
5
IOT icon
Samsara
IOT
+$18.2M

Top Sells

1 +$122M
2 +$116M
3 +$63.9M
4
MA icon
Mastercard
MA
+$23.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$18.7M

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
-2,056