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
526
$4 ﹤0.01%
+1,890
527
$4 ﹤0.01%
+208
528
$4 ﹤0.01%
+100
529
$4 ﹤0.01%
+225
530
$4 ﹤0.01%
+110
531
$4 ﹤0.01%
+1,870
532
$4 ﹤0.01%
+82
533
$3 ﹤0.01%
+500
534
$3 ﹤0.01%
+30
535
$3 ﹤0.01%
+50
536
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+59
537
$3 ﹤0.01%
+161
538
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540
$3 ﹤0.01%
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541
$3 ﹤0.01%
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542
$3 ﹤0.01%
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543
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544
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545
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+134
546
$3 ﹤0.01%
+293
547
$3 ﹤0.01%
+200
548
$3 ﹤0.01%
+100
549
$3 ﹤0.01%
+672
550
$3 ﹤0.01%
+66
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