WestEnd Advisors, LLC - Portfolio overview

WestEnd Advisors, LLC has 411 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. XLK - SELECT SECTOR SPDR TR SBI INT-, 10.34%
2. XLF - SELECT SECTOR SPDR TR SBI INT-, 9.25%
3. XLC - SELECT SECTOR SPDR TR COMMUNIC, 7.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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