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
$284M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$3.88M
3
+$776K
4
COHR
Coherent Inc
COHR
+$668K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$594K

Top Sells

1
+$1.46M
2
+$1.17M
3
+$500K
4
BND icon
Vanguard Total Bond Market
BND
+$499K
5
SIG icon
Signet Jewelers
SIG
+$449K

Sector Composition

1 Technology 38.75%
2 Industrials 8.3%
3 Healthcare 7.2%
4 Consumer Discretionary 3.85%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$93.3K 0.03%
983
227
$92.1K 0.03%
2,115
228
$92K 0.03%
1,313
229
$85.4K 0.03%
3,118
230
$85K 0.03%
1,445
+87
231
$84.8K 0.03%
1,000
232
$84.2K 0.03%
3,537
-38
233
$84.1K 0.03%
15,490
-1,000
234
$81.9K 0.03%
40
235
$81.4K 0.03%
2,000
236
$81K 0.03%
1,600
237
$80.6K 0.03%
607
238
$79.3K 0.03%
721
239
$78.5K 0.03%
2,150
-50
240
$76.6K 0.03%
631
-492
241
$75.8K 0.03%
1,200
242
$74.8K 0.03%
1,000
243
$74.8K 0.03%
1,743
+7
244
$74.3K 0.03%
1,441
+61
245
$74.2K 0.03%
1,317
+104
246
$73.3K 0.03%
1,172
247
$72.3K 0.03%
3,375
248
$71.8K 0.03%
528
+2
249
$71.7K 0.03%
500
250
$70.7K 0.02%
501
+52
8 9
10
11 12