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
401
$9.83K 0.01%
+54
402
$9.81K 0.01%
+226
403
$9.79K 0.01%
+176
404
$9.79K 0.01%
+110
405
$9.74K 0.01%
+364
406
$9.63K 0.01%
+107
407
$9.62K 0.01%
+3
408
$9.57K 0.01%
+156
409
$9.54K 0.01%
+251
410
$9.53K 0.01%
+185
411
$9.45K 0.01%
+307
412
$9.45K 0.01%
+165
413
$9.35K 0.01%
+424
414
$9.29K 0.01%
+300
415
$9.25K 0.01%
+115
416
$9.2K 0.01%
+361
417
$9.18K 0.01%
+82
418
$9.03K 0.01%
+311
419
$9.01K 0.01%
+622
420
$8.99K 0.01%
+200
421
$8.92K 0.01%
+204
422
$8.88K 0.01%
+265
423
$8.85K 0.01%
+421
424
$8.85K 0.01%
+863
425
$8.85K 0.01%
+51