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
401
$13 ﹤0.01%
+100
402
$13 ﹤0.01%
+231
403
$13 ﹤0.01%
+142
404
$13 ﹤0.01%
+425
405
$12 ﹤0.01%
+80
406
$12 ﹤0.01%
+205
407
$12 ﹤0.01%
+159
408
$12 ﹤0.01%
+268
409
$12 ﹤0.01%
+51
410
$12 ﹤0.01%
+130
411
$12 ﹤0.01%
+237
412
$12 ﹤0.01%
+94
413
$11 ﹤0.01%
+52
414
$11 ﹤0.01%
+300
415
$11 ﹤0.01%
+432
416
$11 ﹤0.01%
+300
417
$11 ﹤0.01%
+355
418
$11 ﹤0.01%
+214
419
$11 ﹤0.01%
+701
420
$11 ﹤0.01%
+130
421
$11 ﹤0.01%
+502
422
$11 ﹤0.01%
+1,600
423
$11 ﹤0.01%
+498
424
$11 ﹤0.01%
+364
425
$11 ﹤0.01%
+1,680