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
451
$7.83K 0.01%
+162
452
$7.79K 0.01%
+8
453
$7.75K 0.01%
+176
454
$7.72K 0.01%
+1
455
$7.7K 0.01%
+350
456
$7.61K 0.01%
+89
457
$7.53K 0.01%
+447
458
$7.29K 0.01%
+63
459
$7.27K ﹤0.01%
+200
460
$7.2K ﹤0.01%
+275
461
$7.15K ﹤0.01%
+100
462
$7.1K ﹤0.01%
+75
463
$7.08K ﹤0.01%
+344
464
$7.04K ﹤0.01%
+160
465
$7.02K ﹤0.01%
+68
466
$6.89K ﹤0.01%
+70
467
$6.89K ﹤0.01%
+221
468
$6.88K ﹤0.01%
+309
469
$6.78K ﹤0.01%
+204
470
$6.71K ﹤0.01%
+64
471
$6.68K ﹤0.01%
+4,636
472
$6.66K ﹤0.01%
+7
473
$6.58K ﹤0.01%
+80
474
$6.57K ﹤0.01%
+133
475
$6.49K ﹤0.01%
+260
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