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
651
$5.32K ﹤0.01%
100
652
$5.3K ﹤0.01%
109
653
$5.25K ﹤0.01%
150
654
$5.25K ﹤0.01%
108
655
$5.24K ﹤0.01%
97
656
$5.24K ﹤0.01%
150
657
$5.14K ﹤0.01%
87
658
$5.13K ﹤0.01%
100
-1,600
659
$5.12K ﹤0.01%
115
660
$5.1K ﹤0.01%
192
661
$5.07K ﹤0.01%
100
662
$5.07K ﹤0.01%
51
663
$5.02K ﹤0.01%
40
664
$4.89K ﹤0.01%
183
665
$4.8K ﹤0.01%
30
666
$4.77K ﹤0.01%
270
667
$4.67K ﹤0.01%
45
668
$4.64K ﹤0.01%
10
669
$4.56K ﹤0.01%
113
670
$4.55K ﹤0.01%
90
671
$4.54K ﹤0.01%
157
+1
672
$4.45K ﹤0.01%
+78
673
$4.43K ﹤0.01%
20
674
$4.41K ﹤0.01%
200
675
$4.41K ﹤0.01%
36
25 26
27
28 29