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
$147M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1 +$55.1M
2 +$12.6M
3 +$5.27M
4
NOC icon
Northrop Grumman
NOC
+$3.97M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.8%
2 Industrials 6.59%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$14.7K 0.01%
+212
327
$14.6K 0.01%
+787
328
$14.5K 0.01%
+223
329
$14.5K 0.01%
+259
330
$14.4K 0.01%
+450
331
$14.4K 0.01%
+1,500
332
$14.2K 0.01%
+120
333
$14.1K 0.01%
+192
334
$14.1K 0.01%
+355
335
$14.1K 0.01%
+83
336
$14K 0.01%
+900
337
$13.9K 0.01%
+415
338
$13.9K 0.01%
+418
339
$13.9K 0.01%
+500
340
$13.5K 0.01%
+93
341
$13.4K 0.01%
+130
342
$13.4K 0.01%
+758
343
$13.3K 0.01%
+207
344
$13.3K 0.01%
+75
345
$13.3K 0.01%
+625
346
$13.2K 0.01%
+202
347
$13.1K 0.01%
+230
348
$13K 0.01%
+176
349
$12.7K 0.01%
+158
350
$12.7K 0.01%
+615