WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
+$55.1M
2
+$12.6M
3
+$5.27M
4
NOC icon
Northrop Grumman
NOC
+$3.97M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.8%
2 Industrials 6.59%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8.81K 0.01%
+125
427
$8.81K 0.01%
+306
428
$8.79K 0.01%
+40
429
$8.76K 0.01%
+159
430
$8.71K 0.01%
+450
431
$8.68K 0.01%
+187
432
$8.67K 0.01%
+225
433
$8.6K 0.01%
+288
434
$8.52K 0.01%
+200
435
$8.51K 0.01%
+100
436
$8.51K 0.01%
+153
437
$8.47K 0.01%
+391
438
$8.34K 0.01%
+57
439
$8.31K 0.01%
+220
440
$8.3K 0.01%
+89
441
$8.27K 0.01%
+300
442
$8.25K 0.01%
+170
443
$8.16K 0.01%
+52
444
$8.08K 0.01%
+91
445
$8.03K 0.01%
+200
446
$8.02K 0.01%
+329
447
$7.99K 0.01%
+339
448
$7.99K 0.01%
+73
449
$7.97K 0.01%
+131
450
$7.93K 0.01%
+150
16 17
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