WJW
Walter J. West Portfolio
Invests via Milestone Asset Management LLC | Managed by Richard Todd Baker, Michael D. Ausherman, Jr., Walter J. West, Thomas Brian Hayes
Invests via Milestone Asset Management LLC
Managed by Richard Todd Baker, Michael D. Ausherman, Jr., Walter J. West, Thomas Brian Hayes
Automatically Tracked
Walter J. West Profile
With a distinguished career in the financial services sector, Walter J. West stands out as an influential figure in corporate finance and investment management. Known for his strategic insights, he has played key roles within leading firms, driving initiatives that enhance operational efficiency and market positioning. His experience spans both private equity and public markets, equipping him with a unique perspective on capital deployment and growth opportunities. Furthermore, West’s contributions to business development strategies have significantly impacted organizational trajectories across various industries.
With a distinguished career in the financial services sector, Walter J. West stands out as an influential figure in corporate finance and investment management. Known for his strategic insights, he has played key roles within leading firms, driving initiatives that enhance operational efficiency and market positioning. His experience spans both private equity and public markets, equipping him with a unique perspective on capital deployment and growth opportunities. Furthermore, West’s contributions to business development strategies have significantly impacted organizational trajectories across various industries.
Investment Philosophy & Strategy
Innovation and strategic foresight define Walter J. West's investment approach, shaped by a robust foundation in corporate finance. His proficiency in evaluating transformative business models empowers him to identify disruptive opportunities within the market landscape. Drawing from extensive experience across both private equity and public sectors, he champions investments that promote long-term growth while navigating potential risks effectively. This ability to synergize operational efficiency with creative capital deployment positions him as a formidable leader adept at steering organizations towards sustainable success.
Innovation and strategic foresight define Walter J. West's investment approach, shaped by a robust foundation in corporate finance. His proficiency in evaluating transformative business models empowers him to identify disruptive opportunities within the market landscape. Drawing from extensive experience across both private equity and public sectors, he champions investments that promote long-term growth while navigating potential risks effectively. This ability to synergize operational efficiency with creative capital deployment positions him as a formidable leader adept at steering organizations towards sustainable success.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
27.47%
Gain 0%
Monthly
0.65%
Yearly
8.11%
Drawdown
11.82%
$590.32M
Equity
Holdings
$590.32M
Investment
$527.8M
$128.7M
Profit +$22,589.19
Realized
$62.55M
Unrealized
$66.15M
Dividends
$29.19M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.002%
Profit
$22,589.19
Win %
73%
This Week
Compared To Last Week
Gain
0.004%
Profit
$22,589.19
Win %
73%
This Month
Compared to last month
Gain
-0.81%
Profit
-$4.82M
Win %
73%
This Year
Compared to last year
Gain
-0.21%
Profit
$3.89M
Win %
72%
WDC Western Digital Corporation
+6.36%
+$127,764.76 
SNDK SanDisk Corporation
+5.24%
+$39,435.99 
CRWV CoreWeave, Inc.
+5.02%
+$24,684.92 
AMD Advanced Micro Devices, Inc.
+4.73%
+$263,290.56 
ANET Arista Networks, Inc.
+4.37%
+$124,166.88 
QCOM QUALCOMM Incorporated
+4.32%
+$184,511.67 
ACH Accendra Health, Inc.
+3.74%
+$1,440 
GEV GE Vernova Inc.
+3.73%
+$25,131.53 
TSLL Direxion Daily TSLA Bull 2X Shares
+3.58%
+$7,919.5 
COPX Global X Copper Miners ETF
+3.38%
+$110,986.57 
AMAT Applied Materials, Inc.
+2.64%
+$207,973.21 
VZ Verizon Communications Inc.
+2.49%
+$57,891.6 
JPM JPMorgan Chase & Co.
+2.31%
+$46,416.66 
AXP American Express Company
+2.18%
+$28,752.19 
DNN Denison Mines Corp.
+2%
+$1,240.5 
MZTI The Marzetti Company
+1.96%
+$16,000.3 
XLB Materials Select Sector SPDR Fund
+1.87%
+$5,050.56 
KMI Kinder Morgan, Inc.
+1.85%
+$16,739.96 
TSLA Tesla, Inc.
+1.82%
+$54,468.96 
SMH VanEck Semiconductor ETF
+1.73%
+$34,231.1 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$5,721.36 
GLW Corning Incorporated
+1.5%
+$7,144.4 
UBSI United Bankshares, Inc.
+1.49%
+$3,586.51 
CAT Caterpillar Inc.
+1.44%
+$89,428.41 
MAR Marriott International Inc. - Class A
+1.42%
+$30,730.35 
XLF Financial Select Sector SPDR Fund
+1.37%
+$10,277.28 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$6,376.87 
ABBV AbbVie Inc.
+1.32%
+$77,723.68 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$46,436 
QTUM Defiance Quantum ETF
+1.22%
+$3,930.44 
CAH Cardinal Health Inc.
+1.22%
+$15,798.43 
UI Ubiquiti Inc.
+1.2%
+$8,776.51 
LRCX Lam Research Corporation
+1.18%
+$60,506.3 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$34,059.7 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$3,906.73 
MPC Marathon Petroleum Corporation
+1.06%
+$2,312.94 
RDVI FT Vest Rising Dividend Achievers Fund
+1.06%
+$21,467.4 
V Visa Inc. Class A
+1.05%
+$32,391.53 
SSO ProShares Ultra S&P500
+1.03%
+$3,039.6 
NFG National Fuel Gas Company
+0.98%
+$11,381.25 
VTV Vanguard Value ETF
+0.94%
+$5,123.47 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$5,657.03 
IYR iShares U.S. Real Estate ETF
+0.89%
+$2,491.36 
IWM iShares Russell 2000 ETF
+0.87%
+$5,372.12 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$8,517.58 
IHS IHS Holding Ltd.
+0.84%
+$1,470 
GE General Electric Company
+0.76%
+$7,236.4 
CVX Chevron Corporation
+0.75%
+$8,901.14 
XLE Energy Select Sector SPDR Fund
+0.75%
+$2,765.33 
MO Altria Group, Inc.
+0.74%
+$20,629.72 
UNH UnitedHealth Group Incorporated
+0.73%
+$27,110.16 
HD The Home Depot, Inc.
+0.73%
+$1,611.26 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.72%
+$1,692.9 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$10,411.14 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.71%
+$2,565.36 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$13,480.35 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$7,239.61 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$2,717 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$40,165.86 
COST Costco Wholesale Corporation
+0.68%
+$40,552.62 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$3,752.3 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$2,252.25 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$46,714.35 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$24,725.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$7,403.35 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$765.89 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$43,915.84 
FDVV Fidelity High Dividend ETF
+0.57%
+$2,105.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$2,086.78 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.56%
+$27,658.12 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$1,895.8 
IVV iShares Core S&P 500 ETF
+0.55%
+$31,938.98 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$6,017.1 
VOO Vanguard S&P 500 ETF
+0.55%
+$18,038.43 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$17,883.19 
MAIN Main Street Capital Corporation
+0.54%
+$5,791.8 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$6,068.77 
GOOGL Alphabet Inc
+0.53%
+$2,584.23 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,632.5 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$17,552.23 
PBH Prestige Consumer Healthcare Inc.
+0.53%
+$5,183.75 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$1,570.57 
MSTB LHA Market State Tactical Fund
+0.48%
+$37,439.47 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$12,044.86 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$15,907.66 
GOOG Alphabet Inc
+0.45%
+$3,598.4 
WMT Walmart Inc.
+0.45%
+$6,786.19 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$31,445.89 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$2,665.02 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$19,296.96 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$14,197.6 
BMY Bristol-Myers Squibb Company
+0.4%
+$28,453.07 
WTPI WisdomTree Equity Premium Income Fund
+0.4%
+$2,284.62 
AOA iShares Core Aggressive Allocation ETF
+0.39%
+$1,483.52 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$10,064.49 
ROK Rockwell Automation, Inc.
+0.38%
+$1,188.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$27,980 
BDEC Innovator U.S. Equity Buffer ETF
+0.34%
+$2,330.01 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.34%
+$1,800.12 
SFLR Innovator Equity Managed Floor ETF
+0.34%
+$7,752.42 
STN Stantec Inc.
+0.33%
+$901.93 
AMGN Amgen Inc.
+0.32%
+$2,610.63 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.31%
+$19,031.76 
WM Waste Management, Inc.
+0.3%
+$2,678.32 
UMAR Innovator U.S. Equity Ultra Fund
+0.3%
+$700.75 
GFEB FT VEST US Equity Moderate Fund
+0.28%
+$16,458.89 
FANG Diamondback Energy Inc
+0.28%
+$957.42 
XOM Exxon Mobil Corporation
+0.28%
+$3,461.5 
EFA iShares MSCI EAFE ETF
+0.28%
+$2,994.8 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$104,988.7 
CTRE CareTrust REIT Inc.
+0.27%
+$1,689.8 
GJAN FT Vest US Equity Moderate Fund B
+0.27%
+$2,008.68 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.26%
+$6,297.6 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.26%
+$3,218.94 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$1,671.9 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$1,101.31 
ARKK ARK Innovation ETF Fund
+0.25%
+$1,200.04 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.25%
+$2,767.82 
UDEC Innovator U.S. Equity Ultra Fund
+0.23%
+$7,267.1 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.23%
+$618.31 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.22%
+$5,461.05 
WDAY Workday Inc.
+0.21%
+$1,301.94 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$8,631 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.2%
+$1,252.26 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.2%
+$487.73 
GNOV FT Vest US Equity Moderate B Fund
+0.19%
+$11,177.6 
LNTH Lantheus Holdings, Inc.
+0.19%
+$3,806.6 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.19%
+$754.88 
UFEB Innovator U.S. Equity Ultra ETF
+0.19%
+$508.23 
VUG Vanguard Growth ETF
+0.18%
+$934.2 
CIEN Ciena Corporation
+0.17%
+$2,221.51 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.17%
+$22,124.35 
GAUG FT Vest US Equity Moderate Fund
+0.16%
+$9,235.49 
NVDA NVIDIA Corporation
+0.16%
+$16,526.4 
PFE Pfizer Inc.
+0.15%
+$1,526.84 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$3,064.84 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.13%
+$1,294.28 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$5,282.72 
UMAY Innovator U.S. Equity Ultra Fund
+0.11%
+$589.26 
UAPR Innovator U.S. Equity Ultra ETF
+0.1%
+$477.72 
EXPE Expedia Group, Inc.
+0.1%
+$2,022.85 
MSFT Microsoft Corp.
+0.1%
+$3,905.5 
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF
+0.1%
+$2,235 
UAUG Innovator U.S. Equity Ultra Fund
+0.08%
+$846.09 
IAU iShares Gold Trust
+0.08%
+$1,539.54 
LDOS Leidos Holdings Inc.
+0.07%
+$134.96 
GLD SPDR Gold Shares
+0.06%
+$2,608.32 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$2,060.75 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.04%
+$559.56 
TJX The TJX Companies, Inc.
+0.04%
+$217 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.04%
+$639.04 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.04%
+$329.04 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$1,784.72 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$8,257.12 
CLOI VanEck CLO ETF
+0.04%
+$264.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$224.55 
BALT Inn Defined Wealth Shield Mutual Fund
+0.03%
+$1,070.41 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$1,277.9 
SHV iShares Short Treasury Bond ETF
+0.03%
+$1,026.33 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$232.42 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$1,188.99 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$7,400.78 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$90.76 
XBIL U.S. Treasury 6-Month Bill ETF
+0.02%
+$148.93 
ABC AmerisourceBergen Corporation
0%
$0 
APOC
0%
$0 
BPRE
0%
$0 
DECM
0%
$0 
FEBM
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
OCTM
0%
$0 
PHYL PGIM Active High Yield Bond ETF
0%
$0 
PMBS
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
ADBE Adobe Inc.
-6.75%
-$282,342.26 
CRBU Caribou Biosciences, Inc.
-3.92%
-$10,534.94 
BMNR Bitmine Immersion Technologies, Inc.
-2.48%
-$4,215.21 
PLUG Plug Power Inc.
-2.47%
-$2,035.88 
LLY Eli Lilly and Company
-2.41%
-$142,516.8 
PLTR Palantir Technologies Inc.
-2.36%
-$54,652.87 
SHLD Global X Defense Tech ETF
-2.04%
-$49,603.68 
SFM Sprouts Farmers Market, Inc.
-2.03%
-$33,095.31 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$7,940.51 
PCRX Pacira BioSciences Inc.
-1.58%
-$22,221.46 
AAPL Apple Inc.
-1.52%
-$341,959.5 
LMT Lockheed Martin Corporation
-1.52%
-$20,507.53 
GRAB Grab Holdings Limited
-1.49%
-$986.1 
MU Micron Technology, Inc.
-1.43%
-$39,671.35 
MRK Merck & Co., Inc.
-1.42%
-$15,779.85 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$33,069.39 
AMZN Amazon.com Inc
-1.23%
-$8,427.09 
BA Boeing Company
-1.16%
-$3,810.66 
NFLX Netflix, Inc.
-1.14%
-$50,944.47 
ETHA iShares Ethereum Trust
-1.02%
-$2,657.2 
UBER Uber Technologies, Inc.
-1.01%
-$43,418.9 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$4,628.26 
IBM International Business Machines Corporation
-0.95%
-$21,430.87 
AVGO Broadcom Inc.
-0.91%
-$6,860.01 
RCS PIMCO Strategic Income Fund
-0.91%
-$7,359.55 
NOW ServiceNow, Inc.
-0.9%
-$6,112.9 
HQY HealthEquity Inc.
-0.7%
-$9,255.98 
EXEL Exelixis Inc.
-0.69%
-$32,672.11 
CSCO Cisco Systems, Inc.
-0.6%
-$15,416.18 
HACK Amplify Cybersecurity ETF
-0.59%
-$3,385.78 
RTX RTX Corporation
-0.37%
-$2,295.03 
MRVL Marvell Technology, Inc.
-0.36%
-$5,488.23 
CRM Salesforce Inc
-0.34%
-$9,985.36 
DIS The Walt Disney Company
-0.3%
-$6,801.28 
META Meta Platforms Inc Class A
-0.26%
-$2,363.52 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$9,870.63 
IONQ IonQ, Inc.
-0.24%
-$3,389.54 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$533.4 
GILD Gilead Sciences Inc.
-0.22%
-$2,286.48 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,364.14 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$10,522.72 
FBND Fidelity Total Bond ETF
-0.13%
-$461.16 
VAL-WT Valaris Limited Warrants
-0.13%
-$54 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,080.12 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.1%
-$843.78 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.09%
-$776.52 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.09%
-$785.4 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.09%
-$731.74 
EPD Enterprise Products Partners L.P.
-0.08%
-$1,205.85 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$503.06 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$3,932.46 
AJAN Innovator Equity Defined Protection Fund 2YJ26
-0.05%
-$214.37 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$1,608.28 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$420.69 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$107.44 
IBIT iShares Bitcoin Trust
-0.03%
-$553.07 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$1,687.71 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$217.29 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$46.02 Events
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Dividends
Dividend Analysis
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| Trades 2112 | Longs Won 1315/2112 62% | Profit Factor 5.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $292,928.12 |
| Average Win $122,014.06 | Best Trade (Jun 14) $5.5M | Sharpe Ratio -7.15 |
| Average Loss -$39,934.69 | Worst Trade (Mar 31) -$1.77M | Z-Score -5.46 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w | Expectancy $60,936.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
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