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
26
$137K 0.09%
+32,720
27
$131K 0.09%
+52,082
28
$127K 0.09%
+135,220
29
$126K 0.09%
+9,356
30
$125K 0.09%
+38,634
31
$125K 0.09%
+8,288
32
$123K 0.08%
+15,115
33
$117K 0.08%
+3,535
34
$117K 0.08%
+3,707
35
$113K 0.08%
+21,081
36
$112K 0.08%
+23,510
37
$111K 0.08%
+950
38
$109K 0.07%
+75,422
39
$108K 0.07%
+33,181
40
$107K 0.07%
+6,715
41
$106K 0.07%
+14,688
42
$106K 0.07%
+1,500
43
$101K 0.07%
+1,500
44
$99K 0.07%
+6,779
45
$97.5K 0.07%
+85
46
$95.2K 0.07%
+46,393
47
$93.4K 0.06%
+5,745
48
$89.2K 0.06%
+6,465
49
$86.2K 0.06%
+12,700
50
$84.9K 0.06%
+13,811
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