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
601
$1.31K ﹤0.01%
+53
602
$1.25K ﹤0.01%
+34
603
$1.24K ﹤0.01%
+150
604
$1.21K ﹤0.01%
+31
605
$1.2K ﹤0.01%
+4
606
$1.16K ﹤0.01%
+500
607
$1.15K ﹤0.01%
+31
608
$1.08K ﹤0.01%
+36
609
$996 ﹤0.01%
+15
610
$968 ﹤0.01%
+132
611
$957 ﹤0.01%
+300
612
$837 ﹤0.01%
+43
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$826 ﹤0.01%
+15
614
$815 ﹤0.01%
+33
615
– –
0
616
$778 ﹤0.01%
+25
617
$735 ﹤0.01%
+15
618
$637 ﹤0.01%
+25
619
$536 ﹤0.01%
+40
620
$521 ﹤0.01%
+62
621
$501 ﹤0.01%
+12
622
$439 ﹤0.01%
+12
623
$108 ﹤0.01%
+9
624
$94 ﹤0.01%
+5
625
$86 ﹤0.01%
+4
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