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
251
$24.9K 0.02%
+817
252
$24.6K 0.02%
+2,600
253
$24.5K 0.02%
+1,100
254
$24.3K 0.02%
+589
255
$24.3K 0.02%
+3,200
256
$24.1K 0.02%
+370
257
$23.7K 0.02%
+208
258
$23.3K 0.02%
+759
259
$23.3K 0.02%
+659
260
$23K 0.02%
+90
261
$22.9K 0.02%
+200
262
$22.8K 0.02%
+243
263
$22.7K 0.02%
+187
264
$22.6K 0.02%
+623
265
$22.5K 0.02%
+16
266
$22.4K 0.02%
+190
267
$22.1K 0.02%
+400
268
$22K 0.02%
+2,111
269
$22K 0.01%
+155
270
$21.9K 0.01%
+202
271
$21.9K 0.01%
+427
272
$21.7K 0.01%
+1,454
273
$21.7K 0.01%
+650
274
$21.4K 0.01%
+442
275
$21.2K 0.01%
+434
9 10
11
12 13