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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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%
+40
477
$6 ﹤0.01%
+175
478
$6 ﹤0.01%
+193
479
$6 ﹤0.01%
+56
480
$6 ﹤0.01%
+190
481
$6 ﹤0.01%
+50
482
$6 ﹤0.01%
+511
483
$6 ﹤0.01%
+100
484
$6 ﹤0.01%
+152
485
$6 ﹤0.01%
+200
486
$6 ﹤0.01%
+130
487
$6 ﹤0.01%
+1,165
488
$6 ﹤0.01%
+90
489
$6 ﹤0.01%
+201
490
$6 ﹤0.01%
+130
491
$5 ﹤0.01%
+222
492
$5 ﹤0.01%
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$5 ﹤0.01%
+1,020
494
$5 ﹤0.01%
+184
495
$5 ﹤0.01%
+100
496
$5 ﹤0.01%
+83
497
$5 ﹤0.01%
+202
498
$5 ﹤0.01%
+440
499
$5 ﹤0.01%
+52
500
$5 ﹤0.01%
+36
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