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WIM
Westside Investment Management Portfolio holdings
AUM
$761M
1-Year Est. Return
39.85%
This Fund
S&P 500
This Quarter
Est. Return
-13.45%
1 Year Est. Return
+39.85%
3 Year Est. Return
+114.14%
5 Year Est. Return
+130.28%
10 Year Est. Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$412M
Cap. Flow
% of AUM
281.39%
Top 10 Holdings %
Top 10 Hldgs %
92.67%
Holding
683
New
680
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$159M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$24.2M |
| 3 |
Microsoft
MSFT
|
+$11M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$9.17M |
| 5 |
Amazon
AMZN
|
+$7.88M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 88.7% |
| 2 | Healthcare | 2.69% |
| 3 | Consumer Discretionary | 1.04% |
| 4 | Communication Services | 0.48% |
| 5 | Consumer Staples | 0.41% |
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Westside Investment Management's Q1 2020 Portfolio in Review
Q1 2020 is the first quarter with a 13F filing on record for Westside Investment Management, which disclosed 683 positions worth $146M. Its ten largest holdings account for 93% of the portfolio.
Its largest position is Apple: 2,160,348 shares worth $128M.
By sector, the portfolio is most concentrated in Technology at 89% of assets, followed by Healthcare and Consumer Discretionary.
- Westside Investment Management's largest Q1 2020 buy was Apple: 2,160,348 shares worth $128M.
- Westside Investment Management's ten largest holdings make up 93% of its $146M portfolio in Q1 2020.
- Westside Investment Management disclosed 683 positions in Q1 2020, its first 13F filing on record.
Based on Westside Investment Management's 13F filing for Q1 2020, filed 16 Apr 2020.