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
576
$2.63K ﹤0.01%
+1,000
577
$2.6K ﹤0.01%
+35
578
$2.59K ﹤0.01%
+108
579
$2.59K ﹤0.01%
+233
580
$2.47K ﹤0.01%
+126
581
$2.36K ﹤0.01%
+192
582
$2.35K ﹤0.01%
+115
583
$2.28K ﹤0.01%
+167
584
$2.28K ﹤0.01%
+2
585
$2.18K ﹤0.01%
+53
586
$2.15K ﹤0.01%
+3
587
$2.11K ﹤0.01%
+200
588
$2.06K ﹤0.01%
+50
589
$1.9K ﹤0.01%
+382
590
$1.84K ﹤0.01%
+50
591
$1.74K ﹤0.01%
+36
592
$1.73K ﹤0.01%
+26
593
$1.7K ﹤0.01%
+300
594
$1.69K ﹤0.01%
+24
595
$1.65K ﹤0.01%
+47
596
$1.54K ﹤0.01%
+100
597
$1.49K ﹤0.01%
+55
598
$1.41K ﹤0.01%
+75
599
$1.39K ﹤0.01%
+25
600
$1.32K ﹤0.01%
+32
22 23
24
25 26