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
276
$21.2K 0.01%
+434
277
$21.1K 0.01%
+369
278
$21K 0.01%
+385
279
$21K 0.01%
+409
280
$20.7K 0.01%
+643
281
$20.4K 0.01%
+450
282
$20.3K 0.01%
+1,502
283
$20K 0.01%
+1,000
284
$19.8K 0.01%
+300
285
$19.8K 0.01%
+25
286
$19.7K 0.01%
+324
287
$19.7K 0.01%
+600
288
$19.7K 0.01%
+700
289
$19.6K 0.01%
+500
290
$19.3K 0.01%
+741
291
$19.1K 0.01%
+165
292
$19.1K 0.01%
+500
293
$18.7K 0.01%
+706
294
$18.7K 0.01%
+800
295
$18.7K 0.01%
+245
296
$18.3K 0.01%
+675
297
$17.9K 0.01%
+339
298
$17.9K 0.01%
+151
299
$17.6K 0.01%
+118
300
$17.4K 0.01%
+122