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
276
$53.9K 0.02%
+1,856
277
$53.2K 0.02%
287
278
$52.4K 0.02%
2,169
-868
279
$52K 0.02%
500
+10
280
$50.9K 0.02%
466
+2
281
$50.9K 0.02%
994
282
$50.6K 0.02%
1,008
283
$50.2K 0.02%
875
+2
284
$49.3K 0.02%
1,471
+273
285
$49.3K 0.02%
1,779
+5
286
$49.1K 0.02%
1,260
+10
287
$48.8K 0.02%
1,400
288
$46.3K 0.02%
3,000
+600
289
$46.1K 0.02%
618
290
$46K 0.02%
6,436
291
$45.7K 0.02%
670
-300
292
$44.4K 0.02%
+400
293
$44.1K 0.02%
888
-98
294
$43.5K 0.02%
1,200
+900
295
$43.5K 0.02%
639
296
$43.1K 0.02%
275
297
$43.1K 0.02%
2,230
-815
298
$41K 0.01%
82
299
$40.6K 0.01%
1,020
300
$40K 0.01%
740
-12
10 11
12
13 14