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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
VVisa Inc Com Cl A
Recent Activity
Decreased -1.04%
7.98%
$36.566M
115,701 shares@ $316.04 avg price
MAMastercard Incorporated Cl A
Recent Activity
Decreased -0.61%
7.9%
$36.204M
68,754 shares@ $526.58 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 2463.83%
6.65%
$30.443M
51,943 shares@ $586.09 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 0.17%
6.54%
$29.928M
136,416 shares@ $219.39 avg price
ISRGIntuitive Surgical Inc Com New
Recent Activity
Decreased -0.5%
6.16%
$28.216M
54,057 shares@ $521.97 avg price
TYLTyler Technologies Inc Com
Recent Activity
Decreased -1.02%
5.78%
$26.461M
45,888 shares@ $576.65 avg price
NOWServicenow Inc Com
Recent Activity
Increased 41.63%
5.36%
$24.522M
23,131 shares@ $1060.14 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 1.43%
5.3%
$24.258M
57,552 shares@ $421.5 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 1.03%
5.01%
$22.958M
120,554 shares@ $190.44 avg price
APPFAppfolio Inc Com Cl A
Recent Activity
Increased 0.48%
4.18%
$19.141M
77,583 shares@ $246.72 avg price