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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$24.2M
3
+$11M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.17M
5
AMZN icon
Amazon
AMZN
+$7.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$141 ﹤0.01%
+95,900
227
$139 ﹤0.01%
+3,687
228
$134 ﹤0.01%
+800
229
$131 ﹤0.01%
+1,312
230
$130 ﹤0.01%
+1,800
231
$126 ﹤0.01%
+2,585
232
$126 ﹤0.01%
+1,349
233
$121 ﹤0.01%
+4,756
234
$114 ﹤0.01%
+3,975
235
$114 ﹤0.01%
+2,353
236
$113 ﹤0.01%
+3,590
237
$110 ﹤0.01%
+803
238
$109 ﹤0.01%
+3,000
239
$106 ﹤0.01%
+6,125
240
$104 ﹤0.01%
+1,959
241
$103 ﹤0.01%
+810
242
$101 ﹤0.01%
+2,000
243
$101 ﹤0.01%
+1,088
244
$100 ﹤0.01%
+30,400
245
$98 ﹤0.01%
+1,236
246
$98 ﹤0.01%
+1,832
247
$97 ﹤0.01%
+700
248
$94 ﹤0.01%
+1,057
249
$93 ﹤0.01%
+1,996
250
$93 ﹤0.01%
+2,596
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