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
576
$8.82K ﹤0.01%
723
577
$8.81K ﹤0.01%
216
578
$8.54K ﹤0.01%
+50
579
$8.52K ﹤0.01%
100
580
$8.44K ﹤0.01%
97
+44
581
$8.4K ﹤0.01%
174
582
$8.31K ﹤0.01%
165
583
$8.3K ﹤0.01%
519
584
$8.26K ﹤0.01%
250
585
$8.19K ﹤0.01%
442
-10,000
586
$8.11K ﹤0.01%
294
587
$8.05K ﹤0.01%
200
+100
588
$7.98K ﹤0.01%
269
589
$7.98K ﹤0.01%
150
590
$7.96K ﹤0.01%
88
591
$7.96K ﹤0.01%
422
592
$7.9K ﹤0.01%
336
+3
593
$7.86K ﹤0.01%
475
594
$7.82K ﹤0.01%
200
595
$7.81K ﹤0.01%
595
596
$7.74K ﹤0.01%
510
+5
597
$7.72K ﹤0.01%
88
598
$7.67K ﹤0.01%
184
599
$7.67K ﹤0.01%
33
600
$7.63K ﹤0.01%
59
22 23
24
25 26