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
351
$23 ﹤0.01%
+180
352
$22 ﹤0.01%
+252
353
$22 ﹤0.01%
+1,000
354
$21 ﹤0.01%
+256
355
$21 ﹤0.01%
+1,300
356
$21 ﹤0.01%
+710
357
$21 ﹤0.01%
+483
358
$20 ﹤0.01%
+625
359
$20 ﹤0.01%
+718
360
$20 ﹤0.01%
+559
361
$20 ﹤0.01%
+400
362
$20 ﹤0.01%
+100
363
$20 ﹤0.01%
+214
364
$19 ﹤0.01%
+269
365
$19 ﹤0.01%
+1,510
366
$19 ﹤0.01%
+1,075
367
$19 ﹤0.01%
+1,500
368
$19 ﹤0.01%
+327
369
$19 ﹤0.01%
+400
370
$18 ﹤0.01%
+538
371
$18 ﹤0.01%
+41
372
$18 ﹤0.01%
+230
373
$18 ﹤0.01%
+1,406
374
$18 ﹤0.01%
+900
375
$18 ﹤0.01%
+5,160
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