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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$24.2M
3
+$11M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.17M
5
AMZN icon
Amazon
AMZN
+$7.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9 ﹤0.01%
+500
452
$9 ﹤0.01%
+256
453
$9 ﹤0.01%
+300
454
$9 ﹤0.01%
+600
455
$8 ﹤0.01%
+200
456
$8 ﹤0.01%
+200
457
$8 ﹤0.01%
+107
458
$8 ﹤0.01%
+614
459
$8 ﹤0.01%
+100
460
$8 ﹤0.01%
+31
461
$8 ﹤0.01%
+520
462
$8 ﹤0.01%
+802
463
$8 ﹤0.01%
+500
464
$8 ﹤0.01%
+1,172
465
$8 ﹤0.01%
+154
466
$8 ﹤0.01%
+366
467
$8 ﹤0.01%
+268
468
$8 ﹤0.01%
+484
469
$8 ﹤0.01%
+300
470
$7 ﹤0.01%
+141
471
$7 ﹤0.01%
+1,000
472
$7 ﹤0.01%
+204
473
$7 ﹤0.01%
+27
474
$7 ﹤0.01%
+150
475
$7 ﹤0.01%
+40
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