WIM

Westside Investment Management Portfolio holdings

AUM $539M
This Quarter Return
+1.42%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
AUM
$147M
AUM Growth
Cap. Flow
+$147M
Cap. Flow %
100%
Top 10 Hldgs %
60.5%
Holding
629
New
626
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.8%
2 Industrials 6.59%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ASCMA
626
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
$35 ﹤0.01%
+2
New +$35
SQBG
627
DELISTED
Sequential Brands Group, Inc.
SQBG
0
DYN.WS
628
DELISTED
Dynegy Inc,
DYN.WS
$1 ﹤0.01%
+17
New +$1