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
551
$9.66K ﹤0.01%
730
552
$9.64K ﹤0.01%
76
+34
553
$9.56K ﹤0.01%
162
554
$9.55K ﹤0.01%
177
555
$9.48K ﹤0.01%
71
556
$9.47K ﹤0.01%
470
557
$9.38K ﹤0.01%
159
558
$9.29K ﹤0.01%
150
559
$9.2K ﹤0.01%
85
560
$9.17K ﹤0.01%
68
561
$9.14K ﹤0.01%
123
562
$9.14K ﹤0.01%
+300
563
$9.12K ﹤0.01%
238
564
$9.04K ﹤0.01%
296
565
$9.04K ﹤0.01%
400
566
$8.99K ﹤0.01%
133
567
$8.98K ﹤0.01%
198
568
$8.96K ﹤0.01%
484
569
$8.96K ﹤0.01%
510
570
$8.91K ﹤0.01%
131
571
$8.91K ﹤0.01%
55
572
$8.9K ﹤0.01%
170
573
$8.87K ﹤0.01%
300
574
$8.87K ﹤0.01%
7
575
$8.85K ﹤0.01%
52