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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$19.1M
3
+$9.45M
4
NOC icon
Northrop Grumman
NOC
+$3.98M
5
BND icon
Vanguard Total Bond Market
BND
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.39%
2 Industrials 6.89%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6.42K ﹤0.01%
+105
477
$6.32K ﹤0.01%
+3,400
478
$6.29K ﹤0.01%
+145
479
$6.28K ﹤0.01%
+172
480
$6.28K ﹤0.01%
+113
481
$6.19K ﹤0.01%
+288
482
$6.1K ﹤0.01%
+87
483
$6.03K ﹤0.01%
+88
484
$6.02K ﹤0.01%
+113
485
$6.01K ﹤0.01%
+511
486
$5.75K ﹤0.01%
+59
487
$5.73K ﹤0.01%
+250
488
$5.72K ﹤0.01%
+301
489
$5.69K ﹤0.01%
+480
490
$5.69K ﹤0.01%
+301
491
$5.61K ﹤0.01%
+71
492
$5.59K ﹤0.01%
+150
493
$5.57K ﹤0.01%
+53
494
$5.55K ﹤0.01%
+110
495
$5.52K ﹤0.01%
+162
496
$5.49K ﹤0.01%
+74
497
$5.45K ﹤0.01%
+76
498
$5.4K ﹤0.01%
+400
499
$5.4K ﹤0.01%
+225
500
$5.4K ﹤0.01%
+52
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