WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
26
$1.6M 0.56%
25,949
+507
27
$1.46M 0.51%
20,850
+1,300
28
$1.39M 0.49%
6,070
-3
29
$1.37M 0.48%
24,313
+5,251
30
$1.37M 0.48%
17,186
+1,861
31
$1.33M 0.47%
3,958
-6
32
$1.32M 0.47%
30,883
+950
33
$1.26M 0.44%
15,190
+600
34
$1.23M 0.43%
8,464
+389
35
$1.21M 0.43%
14,068
-15
36
$1.2M 0.42%
10,710
+673
37
$1.2M 0.42%
26,559
+2,668
38
$1.15M 0.4%
22,100
-115
39
$1.15M 0.4%
47,486
+3,050
40
$1.11M 0.39%
13,234
41
$1.09M 0.38%
5,816
+444
42
$1.06M 0.37%
14,618
43
$1.05M 0.37%
9,100
44
$1.04M 0.36%
20,745
+970
45
$1M 0.35%
9,236
+88
46
$998K 0.35%
11,817
+1,001
47
$952K 0.33%
11,627
+812
48
$930K 0.33%
13,050
49
$920K 0.32%
5,758
+1
50
$910K 0.32%
105,150
+52,275
1
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