WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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
476
$7 ﹤0.01%
+27
477
$6 ﹤0.01%
+511
478
$6 ﹤0.01%
+100
479
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+130
480
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+175
481
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+193
482
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+56
483
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+190
484
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+152
485
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+200
486
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+130
487
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+1,165
488
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489
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+50
490
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+201
491
$5 ﹤0.01%
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492
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+1,400
493
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494
$5 ﹤0.01%
+1,020
495
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+184
496
$5 ﹤0.01%
+100
497
$5 ﹤0.01%
+83
498
$5 ﹤0.01%
+202
499
$5 ﹤0.01%
+440
500
$5 ﹤0.01%
+52
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