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
301
$17.1K 0.01%
+119
302
$17.1K 0.01%
+256
303
$17.1K 0.01%
+188
304
$17K 0.01%
+719
305
$17K 0.01%
+250
306
$16.5K 0.01%
+1,310
307
$16.3K 0.01%
+116
308
$16.3K 0.01%
+220
309
$16.2K 0.01%
+218
310
$16.2K 0.01%
+205
311
$16K 0.01%
+220
312
$15.9K 0.01%
+265
313
$15.8K 0.01%
+83
314
$15.7K 0.01%
+236
315
$15.6K 0.01%
+730
316
$15.5K 0.01%
+210
317
$15.5K 0.01%
+1,798
318
$15.4K 0.01%
+500
319
$15.4K 0.01%
+211
320
$15.1K 0.01%
+960
321
$15.1K 0.01%
+570
322
$14.9K 0.01%
+747
323
$14.9K 0.01%
+365
324
$14.9K 0.01%
+128
325
$14.7K 0.01%
+212