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
$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
476
$13.6K ﹤0.01%
1,562
+5
477
$13.6K ﹤0.01%
600
478
$13.5K ﹤0.01%
100
479
$13.4K ﹤0.01%
125
480
$13.4K ﹤0.01%
115
481
$13.4K ﹤0.01%
588
+106
482
$13.3K ﹤0.01%
226
-16
483
$13.3K ﹤0.01%
+403
484
$13.2K ﹤0.01%
282
485
$13.2K ﹤0.01%
1,407
+75
486
$13.2K ﹤0.01%
336
487
$13.2K ﹤0.01%
+1,052
488
$13.1K ﹤0.01%
185
489
$13K ﹤0.01%
+500
490
$13K ﹤0.01%
156
491
$13K ﹤0.01%
1,052
492
$12.9K ﹤0.01%
38
493
$12.9K ﹤0.01%
587
-142
494
$12.9K ﹤0.01%
257
-77
495
$12.7K ﹤0.01%
155
496
$12.7K ﹤0.01%
138
497
$12.5K ﹤0.01%
456
498
$12.3K ﹤0.01%
184
499
$12.2K ﹤0.01%
149
+1
500
$12.2K ﹤0.01%
1,163
18 19
20
21 22