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
551
$3.54K ﹤0.01%
+200
552
$3.52K ﹤0.01%
+250
553
$3.5K ﹤0.01%
+62
554
$3.44K ﹤0.01%
+150
555
$3.43K ﹤0.01%
+223
556
$3.31K ﹤0.01%
+52
557
$3.27K ﹤0.01%
+93
558
$3.26K ﹤0.01%
+1,700
559
$3.15K ﹤0.01%
+2,500
560
$3.07K ﹤0.01%
+100
561
$3.01K ﹤0.01%
+119
562
$2.96K ﹤0.01%
+150
563
$2.96K ﹤0.01%
+100
564
$2.94K ﹤0.01%
+30
565
$2.89K ﹤0.01%
+263
566
$2.85K ﹤0.01%
+514
567
$2.81K ﹤0.01%
+288
568
$2.78K ﹤0.01%
+56
569
$2.74K ﹤0.01%
+155
570
$2.74K ﹤0.01%
+40
571
$2.7K ﹤0.01%
+115
572
$2.7K ﹤0.01%
+200
573
$2.68K ﹤0.01%
+37
574
$2.66K ﹤0.01%
+62
575
$2.65K ﹤0.01%
+38
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