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
501
$5.4K ﹤0.01%
+52
502
$5.38K ﹤0.01%
+550
503
$5.37K ﹤0.01%
+101
504
$5.36K ﹤0.01%
+101
505
$5.36K ﹤0.01%
+108
506
$5.36K ﹤0.01%
+54
507
$5.27K ﹤0.01%
+150
508
$5.2K ﹤0.01%
+39
509
$5.11K ﹤0.01%
+805
510
$5.08K ﹤0.01%
+39
511
$5.04K ﹤0.01%
+88
512
$5.02K ﹤0.01%
+72
513
$5K ﹤0.01%
+114
514
$4.97K ﹤0.01%
+60
515
$4.93K ﹤0.01%
+179
516
$4.88K ﹤0.01%
+293
517
$4.79K ﹤0.01%
+745
518
$4.73K ﹤0.01%
+89
519
$4.73K ﹤0.01%
+1,437
520
$4.71K ﹤0.01%
+600
521
$4.65K ﹤0.01%
+28
522
$4.56K ﹤0.01%
+500
523
$4.52K ﹤0.01%
+55
524
$4.47K ﹤0.01%
+202
525
$4.46K ﹤0.01%
+30
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