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
$284M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$3.88M
3
+$776K
4
COHR
Coherent Inc
COHR
+$668K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$594K

Top Sells

1
+$1.46M
2
+$1.17M
3
+$500K
4
BND icon
Vanguard Total Bond Market
BND
+$499K
5
SIG icon
Signet Jewelers
SIG
+$449K

Sector Composition

1 Technology 38.75%
2 Industrials 8.3%
3 Healthcare 7.2%
4 Consumer Discretionary 3.85%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$16.7K 0.01%
74
427
$16.7K 0.01%
418
428
$16.6K 0.01%
363
429
$16.6K 0.01%
372
+1
430
$16.5K 0.01%
918
-265
431
$16.4K 0.01%
450
432
$16.4K 0.01%
300
433
$16.2K 0.01%
650
-845
434
$16.2K 0.01%
224
-41
435
$16.2K 0.01%
82
-20
436
$16.1K 0.01%
141
-11
437
$16.1K 0.01%
55
-2
438
$16K 0.01%
244
+52
439
$16K 0.01%
300
440
$16K 0.01%
600
441
$16K 0.01%
850
+100
442
$15.8K 0.01%
498
443
$15.7K 0.01%
364
+38
444
$15.6K 0.01%
1,000
-250
445
$15.5K 0.01%
100
446
$15.5K 0.01%
894
447
$15.3K 0.01%
300
448
$15.1K 0.01%
130
449
$15.1K 0.01%
632
450
$15.1K 0.01%
61
16 17
18
19 20