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
$284M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$3.88M
3
+$776K
4
COHR
Coherent Inc
COHR
+$668K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$594K

Top Sells

1
+$1.46M
2
+$1.17M
3
+$500K
4
BND icon
Vanguard Total Bond Market
BND
+$499K
5
SIG icon
Signet Jewelers
SIG
+$449K

Sector Composition

1 Technology 38.75%
2 Industrials 8.3%
3 Healthcare 7.2%
4 Consumer Discretionary 3.85%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$30.9K 0.01%
150
327
$30.5K 0.01%
286
-12
328
$30.4K 0.01%
+390
329
$30.1K 0.01%
217
-8
330
$29.6K 0.01%
210
-8
331
$29.4K 0.01%
800
+100
332
$29.4K 0.01%
144
+72
333
$29.1K 0.01%
214
334
$28.7K 0.01%
250
335
$28.7K 0.01%
500
+300
336
$28.6K 0.01%
168
+35
337
$28.5K 0.01%
600
338
$28.1K 0.01%
1,891
+4
339
$27.8K 0.01%
500
340
$27.5K 0.01%
400
341
$27.4K 0.01%
400
+57
342
$27.3K 0.01%
718
343
$26.9K 0.01%
424
-6
344
$26.9K 0.01%
636
345
$26.7K 0.01%
+1,400
346
$26.7K 0.01%
373
347
$26.4K 0.01%
600
348
$26.4K 0.01%
4,500
+2,500
349
$26.3K 0.01%
256
350
$26K 0.01%
252
12 13
14
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