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
351
$25.8K 0.01%
292
352
$25.8K 0.01%
324
353
$25.6K 0.01%
1,000
354
$25.4K 0.01%
1,990
355
$25.4K 0.01%
155
+37
356
$25.4K 0.01%
557
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357
$25.4K 0.01%
383
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358
$25.4K 0.01%
659
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$25.2K 0.01%
+7
360
$25.1K 0.01%
718
361
$24.9K 0.01%
256
362
$24.8K 0.01%
384
363
$24.6K 0.01%
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623
365
$24.4K 0.01%
1,264
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366
$24.1K 0.01%
838
367
$23.8K 0.01%
725
368
$23.5K 0.01%
1,000
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369
$23.5K 0.01%
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370
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464
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$23.4K 0.01%
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$23.3K 0.01%
23
373
$23.2K 0.01%
452
374
$22.9K 0.01%
728
375
$22.3K 0.01%
1,712
-234