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
376
$17 ﹤0.01%
+194
377
$17 ﹤0.01%
+638
378
$16 ﹤0.01%
+160
379
$16 ﹤0.01%
+73
380
$16 ﹤0.01%
+500
381
$16 ﹤0.01%
+113
382
$16 ﹤0.01%
+600
383
$16 ﹤0.01%
+113
384
$16 ﹤0.01%
+500
385
$15 ﹤0.01%
+324
386
$15 ﹤0.01%
+126
387
$15 ﹤0.01%
+728
388
$15 ﹤0.01%
+334
389
$15 ﹤0.01%
+220
390
$15 ﹤0.01%
+500
391
$15 ﹤0.01%
+267
392
$14 ﹤0.01%
+400
393
$14 ﹤0.01%
+300
394
$14 ﹤0.01%
+99
395
$14 ﹤0.01%
+103
396
$14 ﹤0.01%
+715
397
$13 ﹤0.01%
+85
398
$13 ﹤0.01%
+596
399
$13 ﹤0.01%
+100
400
$13 ﹤0.01%
+410
14 15
16
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