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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$24.2M
3
+$11M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.17M
5
AMZN icon
Amazon
AMZN
+$7.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$68 ﹤0.01%
+2,000
277
$65 ﹤0.01%
+1,917
278
$65 ﹤0.01%
+550
279
$65 ﹤0.01%
+276
280
$64 ﹤0.01%
+1,720
281
$62 ﹤0.01%
+3,000
282
$62 ﹤0.01%
+1,036
283
$61 ﹤0.01%
+1,000
284
$60 ﹤0.01%
+430
285
$56 ﹤0.01%
+3,960
286
$54 ﹤0.01%
+1,048
287
$53 ﹤0.01%
+1,725
288
$53 ﹤0.01%
+450
289
$53 ﹤0.01%
+425
290
$51 ﹤0.01%
+636
291
$50 ﹤0.01%
+500
292
$50 ﹤0.01%
+2,186
293
$50 ﹤0.01%
+738
294
$50 ﹤0.01%
+13,392
295
$50 ﹤0.01%
+1,810
296
$49 ﹤0.01%
+954
297
$47 ﹤0.01%
+2,000
298
$46 ﹤0.01%
+3,786
299
$46 ﹤0.01%
+570
300
$45 ﹤0.01%
+618
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