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
326
$14.6K 0.01%
+79
327
$14.5K 0.01%
+223
328
$14.5K 0.01%
+259
329
$14.4K 0.01%
+450
330
$14.4K 0.01%
+1,500
331
$14.2K 0.01%
+120
332
$14.1K 0.01%
+192
333
$14.1K 0.01%
+355
334
$14.1K 0.01%
+83
335
$14K 0.01%
+900
336
$13.9K 0.01%
+415
337
$13.9K 0.01%
+418
338
$13.9K 0.01%
+500
339
$13.5K 0.01%
+93
340
$13.4K 0.01%
+130
341
$13.4K 0.01%
+758
342
$13.3K 0.01%
+207
343
$13.3K 0.01%
+75
344
$13.3K 0.01%
+625
345
$13.2K 0.01%
+202
346
$13.1K 0.01%
+230
347
$13K 0.01%
+176
348
$12.7K 0.01%
+158
349
$12.7K 0.01%
+615
350
$12.6K 0.01%
+664