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
301
$17.2K 0.01%
+915
302
$17.1K 0.01%
+119
303
$17.1K 0.01%
+256
304
$17.1K 0.01%
+188
305
$17K 0.01%
+719
306
$17K 0.01%
+250
307
$16.5K 0.01%
+1,310
308
$16.3K 0.01%
+116
309
$16.3K 0.01%
+220
310
$16.2K 0.01%
+218
311
$16.2K 0.01%
+205
312
$16K 0.01%
+220
313
$15.9K 0.01%
+265
314
$15.8K 0.01%
+83
315
$15.7K 0.01%
+236
316
$15.6K 0.01%
+730
317
$15.5K 0.01%
+210
318
$15.5K 0.01%
+1,798
319
$15.4K 0.01%
+500
320
$15.4K 0.01%
+211
321
$15.1K 0.01%
+960
322
$15.1K 0.01%
+570
323
$14.9K 0.01%
+747
324
$14.9K 0.01%
+365
325
$14.9K 0.01%
+128