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
251
$25.4K 0.02%
+343
252
$24.9K 0.02%
+817
253
$24.6K 0.02%
+2,600
254
$24.5K 0.02%
+1,100
255
$24.3K 0.02%
+589
256
$24.3K 0.02%
+3,200
257
$24.1K 0.02%
+370
258
$23.7K 0.02%
+208
259
$23.3K 0.02%
+759
260
$23.3K 0.02%
+659
261
$23K 0.02%
+90
262
$22.9K 0.02%
+200
263
$22.8K 0.02%
+243
264
$22.7K 0.02%
+187
265
$22.6K 0.02%
+623
266
$22.5K 0.02%
+16
267
$22.4K 0.02%
+190
268
$22.1K 0.02%
+400
269
$22K 0.02%
+2,111
270
$22K 0.01%
+155
271
$21.9K 0.01%
+202
272
$21.9K 0.01%
+427
273
$21.7K 0.01%
+1,454
274
$21.7K 0.01%
+650
275
$21.4K 0.01%
+442
9 10
11
12 13