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
651
– –
-17,010
652
– –
-15,000
653
$0 ﹤0.01%
44
654
– –
-100
655
$0 ﹤0.01%
7
656
– –
0
657
– –
-1
658
$0 ﹤0.01%
9
659
$0 ﹤0.01%
42
660
– –
-700
661
– –
-1,165
662
$0 ﹤0.01%
15
663
– –
-350
664
$0 ﹤0.01%
10
665
– –
-110
23 24 25 26
27