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
626
$6.42K ﹤0.01%
364
+6
627
$6.37K ﹤0.01%
+200
628
$6.36K ﹤0.01%
185
+1
629
$6.33K ﹤0.01%
+251
630
$6.28K ﹤0.01%
145
631
$6.26K ﹤0.01%
250
632
$6.12K ﹤0.01%
100
633
$6.12K ﹤0.01%
72
634
$6K ﹤0.01%
+100
635
$5.97K ﹤0.01%
200
636
$5.95K ﹤0.01%
215
637
$5.93K ﹤0.01%
278
-1,610
638
$5.92K ﹤0.01%
200
-3,000
639
$5.76K ﹤0.01%
480
640
$5.7K ﹤0.01%
100
-100
641
$5.53K ﹤0.01%
100
642
$5.5K ﹤0.01%
150
643
$5.49K ﹤0.01%
72
644
$5.45K ﹤0.01%
151
645
$5.44K ﹤0.01%
301
646
$5.42K ﹤0.01%
90
647
$5.37K ﹤0.01%
59
648
$5.36K ﹤0.01%
70
649
$5.36K ﹤0.01%
202
650
$5.34K ﹤0.01%
100
24 25
26
27 28