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
601
$1.24K ﹤0.01%
+150
602
$1.21K ﹤0.01%
+31
603
$1.2K ﹤0.01%
+4
604
$1.16K ﹤0.01%
+500
605
$1.15K ﹤0.01%
+31
606
$1.08K ﹤0.01%
+36
607
$996 ﹤0.01%
+15
608
$968 ﹤0.01%
+132
609
$957 ﹤0.01%
+300
610
$837 ﹤0.01%
+43
611
$826 ﹤0.01%
+15
612
$815 ﹤0.01%
+33
613
– –
0
614
$778 ﹤0.01%
+25
615
$735 ﹤0.01%
+15
616
$536 ﹤0.01%
+40
617
$521 ﹤0.01%
+62
618
$501 ﹤0.01%
+12
619
$439 ﹤0.01%
+12
620
$108 ﹤0.01%
+9
621
$94 ﹤0.01%
+5
622
$86 ﹤0.01%
+4
623
$35 ﹤0.01%
+2
624
– –
0
625
$1 ﹤0.01%
+17
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