Long-term investor
Westend Advisors, LLC @westendadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001351731).
Record
- Tracked since 2025-06-30 (434 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months -2.8% · 1 year +3.5% · all +3.5%
- Max drawdown -11.6% · Sharpe -0.11 · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- XLK · 14.3% · long · since 2025-06-30
- XLF · 10.4% · long · since 2025-06-30
- IEUR · 8.1% · long · since 2025-06-30
- XLV · 6.9% · long · since 2025-06-30
- VEU · 6.7% · long · since 2025-06-30
- XLC · 5.3% · long · since 2025-06-30
- VCSH · 3.4% · long · since 2025-06-30
- TLT · 3.3% · long · since 2025-06-30
- IEI · 2.9% · long · since 2025-06-30
- IJR · 2.8% · long · since 2025-12-31
- IBB · 2.8% · long · since 2025-12-31
- XLY · 2.7% · long · since 2025-06-30