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
$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
501
$5 ﹤0.01%
+33
502
$5 ﹤0.01%
+1,400
503
$5 ﹤0.01%
+166
504
$5 ﹤0.01%
+1,020
505
$4 ﹤0.01%
+722
506
$4 ﹤0.01%
+87
507
$4 ﹤0.01%
+490
508
$4 ﹤0.01%
+51
509
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+294
510
$4 ﹤0.01%
+233
511
$4 ﹤0.01%
+97
512
$4 ﹤0.01%
+100
513
$4 ﹤0.01%
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514
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+20
515
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+100
516
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+52
517
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518
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+209
519
$4 ﹤0.01%
+480
520
$4 ﹤0.01%
+174
521
$4 ﹤0.01%
+113
522
$4 ﹤0.01%
+100
523
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+200
524
$4 ﹤0.01%
+341
525
$4 ﹤0.01%
+26
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