WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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
401
$13 ﹤0.01%
+231
402
$13 ﹤0.01%
+142
403
$13 ﹤0.01%
+425
404
$13 ﹤0.01%
+410
405
$12 ﹤0.01%
+205
406
$12 ﹤0.01%
+159
407
$12 ﹤0.01%
+268
408
$12 ﹤0.01%
+51
409
$12 ﹤0.01%
+130
410
$12 ﹤0.01%
+237
411
$12 ﹤0.01%
+94
412
$12 ﹤0.01%
+80
413
$11 ﹤0.01%
+130
414
$11 ﹤0.01%
+502
415
$11 ﹤0.01%
+1,600
416
$11 ﹤0.01%
+498
417
$11 ﹤0.01%
+364
418
$11 ﹤0.01%
+1,680
419
$11 ﹤0.01%
+52
420
$11 ﹤0.01%
+300
421
$11 ﹤0.01%
+432
422
$11 ﹤0.01%
+300
423
$11 ﹤0.01%
+355
424
$11 ﹤0.01%
+214
425
$11 ﹤0.01%
+701