Westend Advisors, LLC
WestEnd Advisors, LLC is a registered investment adviser founded in 2004 and headquartered in Charlotte, North Carolina. The firm specializes in third-party ETF model strategies, serving financial advisors with turnkey core model allocation solutions aimed at providing holistic investment options and complementary sources of alpha. As of December 2021, WestEnd operates as an autonomous franchise of Victory Capital Holdings, Inc. The firm is regulated by the SEC, employs 28 people, and provides discretionary investment management services to a diverse client base including individuals, pension plans, charitable organizations, government entities, and corporations.
Investment Strategy
WestEnd Advisors offers turnkey, core model allocation strategies that primarily use ETFs and focus on active, top-down asset allocation. Their approach leverages macroeconomic analysis to identify sector rotation opportunities, seeking to deliver both holistic investment solutions and complementary sources of alpha for financial advisors. They primarily serve as a model strategist and emphasize providing diversified, risk-managed portfolios that adapt to changing market conditions through thoughtful allocation and sector selection.
Top Holdings
Equity Positions (386)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | SELECT SECTOR SPDR TR SBI INT- | 11.93% | $510.3M | 1,810,509 | $137.44 | $281.86 | -$36.1M |
X XLC | SELECT SECTOR SPDR TR COMMUNIC | 8.08% | $345.5M | 2,919,133 | $78.21 | $118.37 | +$16.0M |
X XLF | SELECT SECTOR SPDR TR SBI INT- | 7.73% | $330.8M | 6,140,116 | $44.35 | $53.87 | +$17.5M |
X XLV | SELECT SECTOR SPDR TR SBI HEAL | 6.64% | $284.1M | 2,041,262 | $123.62 | $139.17 | -$69.7M |
V VEU | VANGUARD INTL EQUITY INDEX F A | 6.36% | $271.8M | 3,808,858 | $56.28 | $71.37 | +$4.5M |