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
501
$12K ﹤0.01%
108
502
$12K ﹤0.01%
+200
503
$12K ﹤0.01%
76
504
$11.9K ﹤0.01%
1,253
+91
505
$11.9K ﹤0.01%
130
506
$11.9K ﹤0.01%
300
507
$11.8K ﹤0.01%
1,000
508
$11.8K ﹤0.01%
200
509
$11.7K ﹤0.01%
113
510
$11.6K ﹤0.01%
78
-20
511
$11.6K ﹤0.01%
+303
512
$11.6K ﹤0.01%
274
-20
513
$11.6K ﹤0.01%
200
514
$11.4K ﹤0.01%
3,980
515
$11.4K ﹤0.01%
+197
516
$11.3K ﹤0.01%
90
517
$11.3K ﹤0.01%
200
518
$11.3K ﹤0.01%
73
+27
519
$11.2K ﹤0.01%
100
+13
520
$11.2K ﹤0.01%
80
521
$11.2K ﹤0.01%
66
522
$11.1K ﹤0.01%
107
523
$11.1K ﹤0.01%
1,000
524
$11.1K ﹤0.01%
248
-61
525
$11.1K ﹤0.01%
500
19 20
21
22 23