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
526
$4.41K ﹤0.01%
+93
527
$4.3K ﹤0.01%
+24
528
$4.17K ﹤0.01%
+105
529
$4.11K ﹤0.01%
+131
530
$4.1K ﹤0.01%
+25
531
$4.09K ﹤0.01%
+50
532
$4.06K ﹤0.01%
+541
533
$4.03K ﹤0.01%
+65
534
$4.03K ﹤0.01%
+127
535
$3.92K ﹤0.01%
+100
536
$3.86K ﹤0.01%
+250
537
$3.83K ﹤0.01%
+34
538
$3.83K ﹤0.01%
+250
539
$3.82K ﹤0.01%
+130
540
$3.82K ﹤0.01%
+53
541
$3.81K ﹤0.01%
+625
542
$3.73K ﹤0.01%
+39
543
$3.73K ﹤0.01%
+25
544
$3.73K ﹤0.01%
+100
545
$3.71K ﹤0.01%
+147
546
$3.69K ﹤0.01%
+97
547
$3.67K ﹤0.01%
+45
548
– –
0
549
$3.63K ﹤0.01%
+44
550
$3.62K ﹤0.01%
+47
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