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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
+1.42%
1 Year Est. Return
+39.85%
3 Year Est. Return
+114.14%
5 Year Est. Return
+130.28%
10 Year Est. Return
–
AUM
$147M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
107.12%
Top 10 Holdings %
Top 10 Hldgs %
60.5%
Holding
629
New
626
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$53.8M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$19.1M |
| 3 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$9.45M |
| 4 |
Northrop Grumman
NOC
|
+$3.98M |
| 5 |
Vanguard Total Bond Market
BND
|
+$3.85M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 42.39% |
| 2 | Industrials | 6.89% |
| 3 | Healthcare | 6.46% |
| 4 | Consumer Discretionary | 3.04% |
| 5 | Communication Services | 2.58% |
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Westside Investment Management's Q4 2016 Portfolio in Review
Q4 2016 is the first quarter with a 13F filing on record for Westside Investment Management, which disclosed 629 positions worth $147M. Its ten largest holdings account for 60% of the portfolio.
Its largest position is Apple: 1,897,412 shares worth $55.1M.
By sector, the portfolio is most concentrated in Technology at 42% of assets, followed by Industrials and Healthcare.
- Westside Investment Management's largest Q4 2016 buy was Apple: 1,897,412 shares worth $55.1M.
- Westside Investment Management's ten largest holdings make up 60% of its $147M portfolio in Q4 2016.
- Westside Investment Management disclosed 629 positions in Q4 2016, its first 13F filing on record.
Based on Westside Investment Management's 13F filing for Q4 2016, filed 11 May 2017.