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
451
$7.84K 0.01%
+154
452
$7.83K 0.01%
+162
453
$7.79K 0.01%
+8
454
$7.75K 0.01%
+176
455
$7.72K 0.01%
+1
456
$7.7K 0.01%
+350
457
$7.61K 0.01%
+89
458
$7.53K 0.01%
+447
459
$7.29K 0.01%
+63
460
$7.27K ﹤0.01%
+200
461
$7.2K ﹤0.01%
+275
462
$7.15K ﹤0.01%
+100
463
$7.1K ﹤0.01%
+75
464
$7.08K ﹤0.01%
+344
465
$7.04K ﹤0.01%
+160
466
$7.02K ﹤0.01%
+68
467
$6.89K ﹤0.01%
+70
468
$6.89K ﹤0.01%
+221
469
$6.88K ﹤0.01%
+309
470
$6.78K ﹤0.01%
+204
471
$6.71K ﹤0.01%
+64
472
$6.68K ﹤0.01%
+4,636
473
$6.66K ﹤0.01%
+7
474
$6.58K ﹤0.01%
+80
475
$6.57K ﹤0.01%
+133
17 18
19
20 21