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
$458M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$29.3M
2 +$15.6M
3 +$13.6M
4
NOW icon
ServiceNow
NOW
+$7.21M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$1.1M

Sector Composition

1 Technology 40.63%
2 Financials 20.65%
3 Healthcare 10.19%
4 Communication Services 8.49%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-34,529
52
-19,620
53
-44
54
-20,828
55
-601
56
-26