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
376
$10.7K 0.01%
+419
377
$10.6K 0.01%
+70
378
$10.5K 0.01%
+154
379
$10.5K 0.01%
+300
380
$10.5K 0.01%
+614
381
$10.5K 0.01%
+73
382
$10.5K 0.01%
+155
383
$10.4K 0.01%
+623
384
$10.4K 0.01%
+200
385
$10.4K 0.01%
+201
386
$10.4K 0.01%
+294
387
$10.4K 0.01%
+532
388
$10.3K 0.01%
+200
389
$10.3K 0.01%
+391
390
$10.3K 0.01%
+179
391
$10.2K 0.01%
+187
392
$10.2K 0.01%
+500
393
$10.2K 0.01%
+141
394
$10.1K 0.01%
+200
395
$10.1K 0.01%
+363
396
$10.1K 0.01%
+817
397
$10K 0.01%
+108
398
$10K 0.01%
+470
399
$9.98K 0.01%
+140
400
$9.83K 0.01%
+54
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