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
401
$19K 0.01%
181
402
$19K 0.01%
500
403
$18.7K 0.01%
365
-46
404
$18.7K 0.01%
194
405
$18.6K 0.01%
465
406
$18.6K 0.01%
450
407
$18.5K 0.01%
215
-17
408
$18.4K 0.01%
333
409
$18.4K 0.01%
1,502
-404
410
$18.3K 0.01%
77
-5
411
$18.3K 0.01%
574
+46
412
$18.3K 0.01%
222
-16
413
$18.2K 0.01%
500
414
$18.1K 0.01%
256
415
$18.1K 0.01%
267
416
$17.8K 0.01%
450
+82
417
$17.6K 0.01%
500
418
$17.6K 0.01%
220
419
$17.6K 0.01%
960
-60
420
$17.6K 0.01%
294
-22
421
$17.4K 0.01%
200
422
$17K 0.01%
173
-14
423
$17K 0.01%
73
424
$16.8K 0.01%
400
425
$16.8K 0.01%
230
15 16
17
18 19