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
526
$10.9K ﹤0.01%
182
527
$10.9K ﹤0.01%
614
528
$10.9K ﹤0.01%
860
-1,200
529
$10.8K ﹤0.01%
174
530
$10.8K ﹤0.01%
307
531
$10.8K ﹤0.01%
229
+75
532
$10.8K ﹤0.01%
169
533
$10.6K ﹤0.01%
100
-500
534
$10.6K ﹤0.01%
154
535
$10.6K ﹤0.01%
224
-26
536
$10.5K ﹤0.01%
106
537
$10.5K ﹤0.01%
187
538
$10.5K ﹤0.01%
5,160
+750
539
$10.3K ﹤0.01%
50
-7
540
$10.3K ﹤0.01%
741
+1
541
$10.3K ﹤0.01%
+249
542
$10.2K ﹤0.01%
242
543
$10.2K ﹤0.01%
83
+1
544
$10.2K ﹤0.01%
200
545
$10.1K ﹤0.01%
65
+23
546
$10K ﹤0.01%
94
+1
547
$9.93K ﹤0.01%
300
548
$9.9K ﹤0.01%
120
-4
549
$9.78K ﹤0.01%
200
550
$9.75K ﹤0.01%
270
20 21
22
23 24