WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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
626
$1 ﹤0.01%
+53
627
$1 ﹤0.01%
+1
628
$1 ﹤0.01%
+44
629
$1 ﹤0.01%
+90
630
$1 ﹤0.01%
+1
631
$1 ﹤0.01%
+142
632
$1 ﹤0.01%
+20
633
$1 ﹤0.01%
+450
634
$1 ﹤0.01%
+1
635
$1 ﹤0.01%
+9
636
$1 ﹤0.01%
+42
637
$1 ﹤0.01%
+55
638
$1 ﹤0.01%
+21
639
$1 ﹤0.01%
+182
640
$1 ﹤0.01%
+1,210
641
$1 ﹤0.01%
+10
642
$1 ﹤0.01%
+113
643
– –
0
644
$1 ﹤0.01%
+20
645
$1 ﹤0.01%
+40
646
$1 ﹤0.01%
+15
647
$1 ﹤0.01%
+62
648
$1 ﹤0.01%
+84
649
$1 ﹤0.01%
+68
650
– –
0
22 23 24 25
26