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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$19.1M
3
+$9.45M
4
NOC icon
Northrop Grumman
NOC
+$3.98M
5
BND icon
Vanguard Total Bond Market
BND
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.39%
2 Industrials 6.89%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8.81K 0.01%
+306
427
$8.79K 0.01%
+40
428
$8.76K 0.01%
+159
429
$8.71K 0.01%
+450
430
$8.68K 0.01%
+187
431
$8.67K 0.01%
+225
432
$8.6K 0.01%
+288
433
$8.52K 0.01%
+200
434
$8.51K 0.01%
+100
435
$8.51K 0.01%
+153
436
$8.47K 0.01%
+391
437
$8.34K 0.01%
+57
438
$8.31K 0.01%
+220
439
$8.3K 0.01%
+89
440
$8.27K 0.01%
+300
441
$8.25K 0.01%
+340
442
$8.16K 0.01%
+52
443
$8.08K 0.01%
+91
444
$8.03K 0.01%
+200
445
$8.02K 0.01%
+329
446
$7.99K 0.01%
+339
447
$7.99K 0.01%
+73
448
$7.97K 0.01%
+131
449
$7.93K 0.01%
+150
450
$7.84K 0.01%
+154
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