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
551
$3 ﹤0.01%
+75
552
$3 ﹤0.01%
+332
553
$3 ﹤0.01%
+66
554
$3 ﹤0.01%
+100
555
$3 ﹤0.01%
+100
556
$3 ﹤0.01%
+309
557
$2 ﹤0.01%
+431
558
$2 ﹤0.01%
+100
559
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+37
560
$2 ﹤0.01%
+545
561
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+100
562
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+170
563
$2 ﹤0.01%
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564
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+108
565
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566
$2 ﹤0.01%
+301
567
$2 ﹤0.01%
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568
$2 ﹤0.01%
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569
$2 ﹤0.01%
+150
570
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+900
571
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+233
572
$2 ﹤0.01%
+560
573
$2 ﹤0.01%
+200
574
$2 ﹤0.01%
+10,000
575
$2 ﹤0.01%
+35
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