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
376
$22.2K 0.01%
519
-134
377
$22.1K 0.01%
261
+1
378
$22.1K 0.01%
213
+2
379
$21.6K 0.01%
620
380
$21.6K 0.01%
1,000
-500
381
$21.4K 0.01%
500
382
$21.3K 0.01%
600
383
$21.1K 0.01%
210
384
$21K 0.01%
950
385
$21K 0.01%
353
+1
386
$20.8K 0.01%
500
387
$20.7K 0.01%
580
388
$20.6K 0.01%
934
+201
389
$20.5K 0.01%
314
-15
390
$20.4K 0.01%
787
-318
391
$20.2K 0.01%
236
+177
392
$20.2K 0.01%
200
-200
393
$20.2K 0.01%
276
+86
394
$20K 0.01%
300
395
$19.9K 0.01%
593
396
$19.6K 0.01%
101
397
$19.5K 0.01%
300
+255
398
$19.3K 0.01%
300
399
$19.3K 0.01%
181
-19
400
$19.3K 0.01%
228
-15
14 15
16
17 18