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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$19.1M
3
+$9.45M
4
NOC icon
Northrop Grumman
NOC
+$3.98M
5
BND icon
Vanguard Total Bond Market
BND
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.39%
2 Industrials 6.89%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.6K ﹤0.01%
+35
577
$2.59K ﹤0.01%
+108
578
$2.59K ﹤0.01%
+233
579
$2.47K ﹤0.01%
+126
580
$2.36K ﹤0.01%
+192
581
$2.35K ﹤0.01%
+115
582
$2.28K ﹤0.01%
+167
583
$2.28K ﹤0.01%
+2
584
$2.18K ﹤0.01%
+47
585
$2.15K ﹤0.01%
+3
586
$2.11K ﹤0.01%
+200
587
$2.06K ﹤0.01%
+50
588
$1.9K ﹤0.01%
+382
589
$1.84K ﹤0.01%
+50
590
$1.74K ﹤0.01%
+36
591
$1.73K ﹤0.01%
+26
592
$1.7K ﹤0.01%
+300
593
$1.69K ﹤0.01%
+24
594
$1.65K ﹤0.01%
+47
595
$1.54K ﹤0.01%
+100
596
$1.41K ﹤0.01%
+75
597
$1.39K ﹤0.01%
+25
598
$1.32K ﹤0.01%
+32
599
$1.31K ﹤0.01%
+53
600
$1.25K ﹤0.01%
+34
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