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
251
$70.1K 0.02%
4,973
-40
252
$69.8K 0.02%
659
+31
253
$68.9K 0.02%
276
+3
254
$68.9K 0.02%
+2,100
255
$68K 0.02%
1,395
256
$67.3K 0.02%
3,808
257
$67.1K 0.02%
841
258
$66.6K 0.02%
1,002
-78
259
$65.5K 0.02%
430
260
$64.6K 0.02%
465
+127
261
$63.6K 0.02%
3,500
262
$63.4K 0.02%
1,652
-464
263
$60.9K 0.02%
1,000
264
$60.8K 0.02%
+600
265
$60.1K 0.02%
381
266
$59.4K 0.02%
885
-39
267
$58K 0.02%
751
-18
268
$57K 0.02%
773
-25
269
$56.9K 0.02%
398
-9
270
$56.1K 0.02%
718
271
$55.4K 0.02%
2,650
272
$54.7K 0.02%
500
273
$54.6K 0.02%
1,250
274
$54.6K 0.02%
1,802
+101
275
$54.2K 0.02%
+2,100
9 10
11
12 13