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
601
$1 ﹤0.01%
+55
602
$1 ﹤0.01%
+21
603
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+182
604
$1 ﹤0.01%
+1,210
605
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+10
606
$1 ﹤0.01%
+113
607
– –
0
608
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609
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610
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611
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612
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613
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618
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621
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622
$1 ﹤0.01%
+100
623
$1 ﹤0.01%
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624
$1 ﹤0.01%
+36
625
$1 ﹤0.01%
+9
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