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
376
$10.8K 0.01%
+700
377
$10.7K 0.01%
+419
378
$10.6K 0.01%
+70
379
$10.5K 0.01%
+154
380
$10.5K 0.01%
+300
381
$10.5K 0.01%
+614
382
$10.5K 0.01%
+73
383
$10.5K 0.01%
+155
384
$10.4K 0.01%
+623
385
$10.4K 0.01%
+200
386
$10.4K 0.01%
+201
387
$10.4K 0.01%
+294
388
$10.4K 0.01%
+532
389
$10.3K 0.01%
+200
390
$10.3K 0.01%
+391
391
$10.3K 0.01%
+179
392
$10.2K 0.01%
+187
393
$10.2K 0.01%
+500
394
$10.2K 0.01%
+141
395
$10.1K 0.01%
+200
396
$10.1K 0.01%
+363
397
$10.1K 0.01%
+817
398
$10K 0.01%
+108
399
$10K 0.01%
+470
400
$9.98K 0.01%
+140
14 15
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