WC
Westwind Capital Portfolio holdings
AUM
$416M
1-Year Est. Return
7.54%
This Fund
S&P 500
1 Year Est. Return
+7.54%
AUM
$416M
AUM Growth
-$73M
(-15%)
Holding
80
Top Buys
| 1 | +$16M | |
| 2 | +$11.6M | |
| 3 | +$5.06M | |
| 4 |
Boston Scientific
BSX
|
+$3.37M |
| 5 |
Microsoft
MSFT
|
+$2.43M |
Top Sells
| 1 | +$15.1M | |
| 2 | +$14.5M | |
| 3 | +$11.5M | |
| 4 |
Mastercard
MA
|
+$10.9M |
| 5 |
Visa
V
|
+$10.9M |
Sector Composition
| 1 | Financials | 19.96% |
| 2 | Technology | 17.94% |
| 3 | Communication Services | 13.69% |
| 4 | Healthcare | 12.58% |
| 5 | Consumer Discretionary | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Robinhood
HOOD
$66.3B
| $23K | 0.01% |
325
-36,316
|
|
||
77
iShares MSCI USA Momentum Factor ETF
MTUM
$24.2B
| $9K | ﹤0.01% |
37
-11,821
|
|
||
78
VanEck Social Sentiment ETF
BUZZ
$102M
| – | – |
-3,768
|
|
||
79
Salesforce
CRM
$150B
| – | – |
-229
|
|
||
80
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.23B
| – | – |
-2,152
|
|