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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$777K
3
+$669K
4
HPE icon
Hewlett Packard
HPE
+$599K
5
GLD icon
SPDR Gold Trust
GLD
+$573K

Top Sells

1
+$194M
2
+$9.03M
3
+$594K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$541K
5
SIG icon
Signet Jewelers
SIG
+$514K

Sector Composition

1 Technology 21.5%
2 Industrials 12.97%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1 ﹤0.01%
28
602
$1 ﹤0.01%
24
603
$1 ﹤0.01%
95
604
$1 ﹤0.01%
65
605
$1 ﹤0.01%
15
606
$1 ﹤0.01%
+100
607
– –
-1,953
608
– –
-2,500
609
$0 ﹤0.01%
35
610
– –
-5
611
– –
-4,500
612
$0 ﹤0.01%
8
613
$0 ﹤0.01%
20
614
$0 ﹤0.01%
12
615
– –
-100
616
$0 ﹤0.01%
132
617
$0 ﹤0.01%
15
618
$0 ﹤0.01%
9
-50
619
– –
-275
620
$0 ﹤0.01%
25
621
$0 ﹤0.01%
111
622
– –
-103
623
– –
-160
624
$0 ﹤0.01%
1
625
– –
-100
23 24
25
26 27