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
301
$39.2K 0.01%
2,250
302
$39.1K 0.01%
874
-18
303
$38.4K 0.01%
1,050
-19
304
$38.2K 0.01%
483
+86
305
$37.3K 0.01%
825
306
$36.7K 0.01%
65
307
$36.3K 0.01%
1,200
308
$36.3K 0.01%
1,900
309
$36.2K 0.01%
636
310
$35.8K 0.01%
700
311
$35.7K 0.01%
514
312
$35.2K 0.01%
1,514
313
$34.7K 0.01%
600
314
$34K 0.01%
1,910
315
$33.6K 0.01%
288
316
$33.1K 0.01%
235
317
$33K 0.01%
200
318
$32.9K 0.01%
881
+107
319
$32.8K 0.01%
201
-9
320
$32.6K 0.01%
200
321
$32.5K 0.01%
569
-18
322
$32.1K 0.01%
196
323
$32K 0.01%
600
324
$31.3K 0.01%
1,000
325
$31.1K 0.01%
1,165
11 12
13
14 15