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
26
$669K 0.46%
+35,455
27
$664K 0.45%
+23,555
28
$645K 0.44%
+3,411
29
$638K 0.43%
+10,100
30
$628K 0.43%
+7,230
31
$621K 0.42%
+12,876
32
$606K 0.41%
+20,065
33
$583K 0.4%
+2,700
34
$582K 0.4%
+5,325
35
$575K 0.39%
+22,454
36
$573K 0.39%
+16,670
37
$570K 0.39%
+18,908
38
$565K 0.38%
+9,717
39
$547K 0.37%
+18,844
40
$533K 0.36%
+4,895
41
$527K 0.36%
+1,837
42
$524K 0.36%
+4,597
43
$510K 0.35%
+13,045
44
$502K 0.34%
+9,760
45
$497K 0.34%
+9,624
46
$497K 0.34%
+4,376
47
$490K 0.33%
+21,231
48
$470K 0.32%
+10,669
49
$468K 0.32%
+6,283
50
$460K 0.31%
+7,983
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