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
351
$12.6K 0.01%
+664
352
$12.4K 0.01%
+70
353
$12.4K 0.01%
+100
354
$12.4K 0.01%
+300
355
$12.3K 0.01%
+73
356
$12.3K 0.01%
+181
357
$12.3K 0.01%
+84
358
$12.3K 0.01%
+200
359
$12.3K 0.01%
+673
360
$12.1K 0.01%
+284
361
$11.9K 0.01%
+516
362
$11.9K 0.01%
+307
363
$11.7K 0.01%
+102
364
$11.7K 0.01%
+100
365
$11.7K 0.01%
+125
366
$11.7K 0.01%
+500
367
$11.6K 0.01%
+111
368
$11.4K 0.01%
+201
369
$11.4K 0.01%
+200
370
$11.3K 0.01%
+65
371
$11.1K 0.01%
+153
372
$11.1K 0.01%
+153
373
$11K 0.01%
+333
374
$11K 0.01%
+62
375
$11K 0.01%
+250