We are live on ! Find out more
WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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
601
$1 ﹤0.01%
+111
602
$1 ﹤0.01%
+65
603
$1 ﹤0.01%
+101
604
$1 ﹤0.01%
+422
605
$1 ﹤0.01%
+59
606
$1 ﹤0.01%
+31
607
$1 ﹤0.01%
+10
608
$1 ﹤0.01%
+12
609
$1 ﹤0.01%
+42
610
$1 ﹤0.01%
+200
611
$1 ﹤0.01%
+225
612
$1 ﹤0.01%
+42
613
$1 ﹤0.01%
+193
614
$1 ﹤0.01%
+55
615
$1 ﹤0.01%
+21
616
$1 ﹤0.01%
+182
617
$1 ﹤0.01%
+1,210
618
$1 ﹤0.01%
+116
619
$1 ﹤0.01%
+114
620
$1 ﹤0.01%
+10
621
$1 ﹤0.01%
+113
622
$1 ﹤0.01%
+142
623
– –
0
624
$1 ﹤0.01%
+20
625
$1 ﹤0.01%
+31
22 23 24
25
26