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
276
$21.1K 0.01%
+369
277
$21K 0.01%
+385
278
$21K 0.01%
+409
279
$20.7K 0.01%
+643
280
$20.4K 0.01%
+450
281
$20.3K 0.01%
+1,502
282
$20K 0.01%
+1,000
283
$19.8K 0.01%
+300
284
$19.8K 0.01%
+25
285
$19.7K 0.01%
+324
286
$19.7K 0.01%
+600
287
$19.7K 0.01%
+700
288
$19.6K 0.01%
+500
289
$19.3K 0.01%
+741
290
$19.1K 0.01%
+165
291
$19.1K 0.01%
+500
292
$18.7K 0.01%
+706
293
$18.7K 0.01%
+800
294
$18.7K 0.01%
+245
295
$18.3K 0.01%
+675
296
$17.9K 0.01%
+339
297
$17.9K 0.01%
+151
298
$17.6K 0.01%
+118
299
$17.4K 0.01%
+122
300
$17.2K 0.01%
+915