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

Top Buys

1
+$53.8M
2
+$19.1M
3
+$9.45M
4
NOC icon
Northrop Grumman
NOC
+$3.98M
5
BND icon
Vanguard Total Bond Market
BND
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.39%
2 Industrials 6.89%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12.4K 0.01%
+70
352
$12.4K 0.01%
+100
353
$12.4K 0.01%
+300
354
$12.3K 0.01%
+73
355
$12.3K 0.01%
+181
356
$12.3K 0.01%
+84
357
$12.3K 0.01%
+200
358
$12.3K 0.01%
+673
359
$12.1K 0.01%
+284
360
$11.9K 0.01%
+516
361
$11.9K 0.01%
+307
362
$11.7K 0.01%
+102
363
$11.7K 0.01%
+100
364
$11.7K 0.01%
+125
365
$11.7K 0.01%
+500
366
$11.6K 0.01%
+111
367
$11.4K 0.01%
+201
368
$11.4K 0.01%
+200
369
$11.3K 0.01%
+65
370
$11.1K 0.01%
+153
371
$11.1K 0.01%
+153
372
$11K 0.01%
+333
373
$11K 0.01%
+62
374
$11K 0.01%
+250
375
$10.8K 0.01%
+700
13 14
15
16 17