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
501
$5.38K ﹤0.01%
+550
502
$5.37K ﹤0.01%
+101
503
$5.36K ﹤0.01%
+101
504
$5.36K ﹤0.01%
+108
505
$5.36K ﹤0.01%
+54
506
$5.27K ﹤0.01%
+150
507
$5.2K ﹤0.01%
+39
508
$5.11K ﹤0.01%
+805
509
$5.08K ﹤0.01%
+39
510
$5.04K ﹤0.01%
+88
511
$5.02K ﹤0.01%
+72
512
$5K ﹤0.01%
+114
513
$4.97K ﹤0.01%
+60
514
$4.93K ﹤0.01%
+179
515
$4.88K ﹤0.01%
+293
516
$4.79K ﹤0.01%
+745
517
$4.73K ﹤0.01%
+89
518
$4.73K ﹤0.01%
+1,437
519
$4.71K ﹤0.01%
+600
520
$4.65K ﹤0.01%
+28
521
$4.56K ﹤0.01%
+500
522
$4.52K ﹤0.01%
+55
523
$4.47K ﹤0.01%
+202
524
$4.46K ﹤0.01%
+30
525
$4.41K ﹤0.01%
+93
19 20
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