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
601
$7.62K ﹤0.01%
114
602
$7.59K ﹤0.01%
166
603
$7.59K ﹤0.01%
108
604
$7.59K ﹤0.01%
268
605
$7.55K ﹤0.01%
280
606
$7.52K ﹤0.01%
52
607
$7.46K ﹤0.01%
200
608
$7.38K ﹤0.01%
150
609
$7.37K ﹤0.01%
309
610
$7.26K ﹤0.01%
272
-337
611
$7.19K ﹤0.01%
26
612
$7.09K ﹤0.01%
152
613
$6.96K ﹤0.01%
25
614
$6.96K ﹤0.01%
150
615
$6.85K ﹤0.01%
300
-5,375
616
$6.79K ﹤0.01%
168
617
$6.71K ﹤0.01%
511
618
$6.67K ﹤0.01%
+300
619
$6.63K ﹤0.01%
114
620
$6.62K ﹤0.01%
81
+3
621
$6.59K ﹤0.01%
50
622
$6.58K ﹤0.01%
83
623
$6.57K ﹤0.01%
238
-246
624
$6.45K ﹤0.01%
51
625
$6.45K ﹤0.01%
+135
23 24
25
26 27