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
476
$6.49K ﹤0.01%
+260
477
$6.42K ﹤0.01%
+105
478
$6.32K ﹤0.01%
+3,400
479
$6.29K ﹤0.01%
+145
480
$6.28K ﹤0.01%
+172
481
$6.28K ﹤0.01%
+113
482
$6.19K ﹤0.01%
+288
483
$6.1K ﹤0.01%
+87
484
$6.03K ﹤0.01%
+88
485
$6.02K ﹤0.01%
+113
486
$6.01K ﹤0.01%
+511
487
$5.75K ﹤0.01%
+59
488
$5.73K ﹤0.01%
+250
489
$5.72K ﹤0.01%
+301
490
$5.69K ﹤0.01%
+480
491
$5.69K ﹤0.01%
+301
492
$5.61K ﹤0.01%
+71
493
$5.59K ﹤0.01%
+150
494
$5.57K ﹤0.01%
+53
495
$5.55K ﹤0.01%
+110
496
$5.52K ﹤0.01%
+162
497
$5.49K ﹤0.01%
+74
498
$5.45K ﹤0.01%
+76
499
$5.4K ﹤0.01%
+400
500
$5.4K ﹤0.01%
+225
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