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
$354M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Sells

1 +$1.72M
2 +$1.62M
3 +$992K
4
GLD icon
SPDR Gold Trust
GLD
+$982K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$796K

Sector Composition

1 Technology 17.56%
2 Healthcare 8.49%
3 Industrials 6.87%
4 Communication Services 4.92%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$28.9K 0.01%
500
402
$28.8K 0.01%
400
-81
403
$28.4K 0.01%
301
404
$28.1K 0.01%
550
405
$27.8K 0.01%
221
-27
406
$27.7K 0.01%
779
407
$27.3K 0.01%
356
408
$26.7K 0.01%
718
409
$26.1K 0.01%
456
410
$26K 0.01%
+772
411
$25.9K 0.01%
1,754
412
$25.9K 0.01%
500
413
$25.8K 0.01%
200
414
$25.8K 0.01%
1,116
415
$25.5K 0.01%
267
416
$25.4K 0.01%
300
417
$25.3K 0.01%
430
418
$25.3K 0.01%
1,500
419
$25.3K 0.01%
555
+1
420
$24.7K 0.01%
1,460
421
$24.6K 0.01%
490
422
$24.6K 0.01%
600
423
$24.3K 0.01%
217
424
$24.3K 0.01%
545
425
$24.3K 0.01%
+525