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
301
$45 ﹤0.01%
+2,650
302
$44 ﹤0.01%
+957
303
$44 ﹤0.01%
+3,118
304
$44 ﹤0.01%
+1,529
305
$43 ﹤0.01%
+411
306
$42 ﹤0.01%
+1,200
307
$42 ﹤0.01%
+400
308
$41 ﹤0.01%
+1,177
309
$41 ﹤0.01%
+5,400
310
$40 ﹤0.01%
+409
311
$40 ﹤0.01%
+1,838
312
$40 ﹤0.01%
+762
313
$40 ﹤0.01%
+800
314
$40 ﹤0.01%
+424
315
$38 ﹤0.01%
+2,025
316
$38 ﹤0.01%
+250
317
$38 ﹤0.01%
+233
318
$37 ﹤0.01%
+1,076
319
$37 ﹤0.01%
+636
320
$37 ﹤0.01%
+540
321
$37 ﹤0.01%
+265
322
$36 ﹤0.01%
+1,000
323
$36 ﹤0.01%
+276
324
$36 ﹤0.01%
+1,200
325
$35 ﹤0.01%
+724
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