WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
+$55.1M
2
+$12.6M
3
+$5.27M
4
NOC icon
Northrop Grumman
NOC
+$3.97M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.8%
2 Industrials 6.59%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.2K 0.02%
+2,040
227
$30.8K 0.02%
+731
228
$30.6K 0.02%
+600
229
$30.4K 0.02%
+325
230
$30.4K 0.02%
+1,000
231
$30.3K 0.02%
+354
232
$29.7K 0.02%
+78
233
$29.6K 0.02%
+514
234
$29.2K 0.02%
+237
235
$29.2K 0.02%
+814
236
$29K 0.02%
+240
237
$28.7K 0.02%
+900
238
$28.6K 0.02%
+1,900
239
$28.6K 0.02%
+1,158
240
$28.3K 0.02%
+929
241
$28.2K 0.02%
+2,590
242
$28K 0.02%
+235
243
$27.6K 0.02%
+851
244
$27.3K 0.02%
+581
245
$26.8K 0.02%
+400
246
$26.7K 0.02%
+409
247
$26.5K 0.02%
+491
248
$26.4K 0.02%
+559
249
$26.2K 0.02%
+644
250
$25.9K 0.02%
+556
8 9
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