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
$220M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1 +$3.16M
2 +$1.71M
3 +$1.15M
4
CVS icon
CVS Health
CVS
+$979K
5
MSI icon
Motorola Solutions
MSI
+$723K

Sector Composition

1 Technology 87.83%
2 Industrials 2.15%
3 Consumer Discretionary 1.39%
4 Communication Services 1.11%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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