WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1 +$53.8M
2 +$19.1M
3 +$9.45M
4
NOC icon
Northrop Grumman
NOC
+$3.98M
5
BND icon
Vanguard Total Bond Market
BND
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.39%
2 Industrials 6.89%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$30.8K 0.02%
+731
227
$30.6K 0.02%
+600
228
$30.4K 0.02%
+325
229
$30.4K 0.02%
+1,000
230
$30.3K 0.02%
+354
231
$29.7K 0.02%
+78
232
$29.6K 0.02%
+514
233
$29.2K 0.02%
+237
234
$29.2K 0.02%
+814
235
$29K 0.02%
+240
236
$28.7K 0.02%
+900
237
$28.6K 0.02%
+1,900
238
$28.6K 0.02%
+1,158
239
$28.3K 0.02%
+929
240
$28.2K 0.02%
+2,590
241
$28K 0.02%
+235
242
$27.6K 0.02%
+851
243
$27.3K 0.02%
+581
244
$26.8K 0.02%
+400
245
$26.7K 0.02%
+409
246
$26.5K 0.02%
+491
247
$26.4K 0.02%
+559
248
$26.2K 0.02%
+644
249
$25.9K 0.02%
+556
250
$25.4K 0.02%
+343