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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$24.2M
3
+$11M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.17M
5
AMZN icon
Amazon
AMZN
+$7.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$35 ﹤0.01%
+1,529
327
$34 ﹤0.01%
+700
328
$33 ﹤0.01%
+1,200
329
$33 ﹤0.01%
+600
330
$33 ﹤0.01%
+196
331
$33 ﹤0.01%
+700
332
$32 ﹤0.01%
+2,000
333
$32 ﹤0.01%
+870
334
$32 ﹤0.01%
+217
335
$32 ﹤0.01%
+1,070
336
$31 ﹤0.01%
+3,000
337
$31 ﹤0.01%
+3,000
338
$31 ﹤0.01%
+625
339
$31 ﹤0.01%
+1,130
340
$31 ﹤0.01%
+737
341
$30 ﹤0.01%
+300
342
$29 ﹤0.01%
+1,125
343
$29 ﹤0.01%
+639
344
$28 ﹤0.01%
+3,500
345
$27 ﹤0.01%
+175
346
$25 ﹤0.01%
+3,330
347
$24 ﹤0.01%
+860
348
$24 ﹤0.01%
+300
349
$24 ﹤0.01%
+594
350
$23 ﹤0.01%
+1,000
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