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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CSGPCostar Group Inc Com
| 2.67% | $12.211M 170,564 shares@ $71.6 avg price | Increased 1.86% |
SNPSSynopsys Inc Com
| 2.3% | $10.537M 21,709 shares@ $485.38 avg price | Increased 0.54% |
VERXVertex Inc Cl A
| 2.18% | $9.969M 186,852 shares@ $53.36 avg price | Increased 0.23% |
ACGLArch Cap Group Ltd Ord
| 1.85% | $8.437M 91,363 shares@ $92.35 avg price | Increased 2.42% |
SPLGSpdr Portfolio S&p 500 Etf
| 1.76% | $8.023M 116,374 shares@ $68.95 avg price | Increased 9.02% |
KWEBKraneshares Csi China Internet Etf
| 0.21% | $961,000 32,880 shares@ $29.23 avg price | Increased 133.89% |