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WIM
Westside Investment Management Portfolio holdings
AUM
$761M
1-Year Est. Return
39.85%
This Fund
S&P 500
This Quarter
Est. Return
+3.08%
1 Year Est. Return
+39.85%
3 Year Est. Return
+114.14%
5 Year Est. Return
+130.28%
10 Year Est. Return
–
AUM
$278M
AUM Growth
–
Cap. Flow
+$273M
Cap. Flow
% of AUM
98.02%
Top 10 Holdings %
Top 10 Hldgs %
44.05%
Holding
686
New
683
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$42.5M |
| 2 |
Teva Pharmaceuticals
TEVA
|
+$19.1M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$11.1M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$10.8M |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$9.19M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 41.41% |
| 2 | Technology | 24.3% |
| 3 | Healthcare | 12.86% |
| 4 | Industrials | 7.97% |
| 5 | Consumer Discretionary | 4.66% |
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Westside Investment Management's Q2 2019 Portfolio in Review
As of Q2 2019, Westside Investment Management held 686 positions worth $278M. Its ten largest holdings account for 44% of the portfolio.
Westside Investment Management deployed $273M of net new capital in Q2 2019, opening 683 new positions. Its largest new stake was Apple: 871,240 shares worth $43.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 41% of assets, followed by Technology and Healthcare.
- Westside Investment Management's largest Q2 2019 buy was Apple: 871,240 shares worth $43.3M.
- Westside Investment Management's ten largest holdings make up 44% of its $278M portfolio in Q2 2019.
- Westside Investment Management opened 683 new positions and closed 0 in Q2 2019.
Based on Westside Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.