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
576
$2 ﹤0.01%
+48
577
$1 ﹤0.01%
+1,200
578
$1 ﹤0.01%
+205
579
$1 ﹤0.01%
+35
580
$1 ﹤0.01%
+5
581
$1 ﹤0.01%
+13
582
– –
0
583
$1 ﹤0.01%
+100
584
$1 ﹤0.01%
+20
585
$1 ﹤0.01%
+450
586
$1 ﹤0.01%
+132
587
$1 ﹤0.01%
+15
588
$1 ﹤0.01%
+200
589
$1 ﹤0.01%
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590
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591
$1 ﹤0.01%
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592
$1 ﹤0.01%
+31
593
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+10
594
$1 ﹤0.01%
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595
$1 ﹤0.01%
+42
596
$1 ﹤0.01%
+200
597
$1 ﹤0.01%
+225
598
$1 ﹤0.01%
+1
599
$1 ﹤0.01%
+9
600
$1 ﹤0.01%
+42
22 23
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