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Sheila Walton

@Westwind Capital

Latest period2024 - Q4ReportedManaged Assets$458.279MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MEDPMedpace Hldgs Inc Com
Recent Activity
Exited
0%
$11.526M
34,529 shares@ $333.81 avg price
PHOInvesco Water Resources Etf
Recent Activity
Exited
0%
$1.63M
23,102 shares@ $70.56 avg price
XHBSpdr S&p Homebuilders Etf
Recent Activity
Exited
0%
$1.088M
8,736 shares@ $124.55 avg price
EPIWisdomtree India Earnings Fund
Recent Activity
Exited
0%
$1.051M
20,828 shares@ $50.47 avg price
KBESpdr S&p Bank Etf
Recent Activity
Exited
0%
$1.038M
19,620 shares@ $52.91 avg price
SHYIshares 1-3 Year Treasury Bond Etf
Recent Activity
Exited
0%
$528,000
6,355 shares@ $83.09 avg price
ROPRoper Technologies Inc Com
Recent Activity
Exited
0%
$103,000
185 shares@ $556.76 avg price
VEEVVeeva Sys Inc Cl A Com
Recent Activity
Exited
0%
$84,000
399 shares@ $210.53 avg price
AGGIshares Core U.s. Aggregate Bond Etf
Recent Activity
Exited
0%
$61,000
601 shares@ $101.5 avg price
PLDPrologis Inc. Com
Recent Activity
Exited
0%
$24,000
192 shares@ $125.0 avg price