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