Sheila Walton

@Westwind Capital

Latest period2024 - Q4

Reported11d ago

Managed Assets$458.279M

Total holdings40

Assets growth rate11.22%

Assets growth rate (2-Q avg)6.75%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Westwind Capital's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Westwind Capital over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 458.279M in assets, with a quarterly growth rate of 11.22% and a 2-quarter average growth rate of 6.75%. The portfolio is managed by Sheila Walton, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TTDThe Trade Desk Inc Com Cl A Recent Activity New Position	3.42%	$15.642M 133,091 shares@ $117.53 avg price	New Position
CRMSalesforce Inc Com Recent Activity New Position	2.98%	$13.645M 40,812 shares@ $334.34 avg price	New Position
IGMIshares Expanded Tech Sector Etf Recent Activity New Position	0.25%	$1.1M 10,776 shares@ $102.08 avg price	New Position
IATIshares U.s. Regional Banks Etf Recent Activity New Position	0.24%	$1.068M 21,199 shares@ $50.38 avg price	New Position
VPLSVanguard Core Plus Bond Etf Recent Activity New Position	0.13%	$554,000 7,287 shares@ $76.03 avg price	New Position
XTLSpdr S&p Telecom Etf Recent Activity New Position	0.12%	$524,000 4,900 shares@ $106.94 avg price	New Position
KCESpdr S&p Capital Markets Etf Recent Activity New Position	0.05%	$226,000 16,413 shares@ $13.77 avg price	New Position
GSGoldman Sachs Group Inc Com Recent Activity New Position	0.03%	$126,000 220 shares@ $572.73 avg price	New Position