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
451
$15K 0.01%
159
452
$15K 0.01%
220
453
$15K 0.01%
125
454
$14.7K 0.01%
200
-18
455
$14.7K 0.01%
326
456
$14.7K 0.01%
278
-23
457
$14.7K 0.01%
500
458
$14.6K 0.01%
610
-56
459
$14.5K 0.01%
+300
460
$14.4K 0.01%
125
461
$14.3K 0.01%
376
462
$14.3K 0.01%
361
463
$14.2K 0.01%
355
464
$14.2K 0.01%
100
465
$14.1K 0.01%
625
466
$14.1K 0.01%
258
-15
467
$14.1K 0.01%
390
+120
468
$14.1K ﹤0.01%
75
469
$14K ﹤0.01%
+162
470
$13.9K ﹤0.01%
+643
471
$13.9K ﹤0.01%
177
+35
472
$13.9K ﹤0.01%
201
473
$13.9K ﹤0.01%
268
474
$13.7K ﹤0.01%
142
+2
475
$13.6K ﹤0.01%
390
-75
17 18
19
20 21