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
676
$4.39K ﹤0.01%
164
677
$4.39K ﹤0.01%
60
678
$4.38K ﹤0.01%
200
679
$4.36K ﹤0.01%
102
-29
680
$4.28K ﹤0.01%
+150
681
$4.27K ﹤0.01%
52
-20
682
$4.25K ﹤0.01%
106
683
$4.22K ﹤0.01%
37
684
$4.12K ﹤0.01%
62
685
$4.07K ﹤0.01%
113
686
$4.04K ﹤0.01%
74
-28
687
$3.97K ﹤0.01%
30
-94
688
$3.96K ﹤0.01%
200
-100
689
$3.81K ﹤0.01%
100
690
$3.77K ﹤0.01%
123
+1
691
$3.74K ﹤0.01%
105
692
$3.71K ﹤0.01%
27
-10
693
$3.65K ﹤0.01%
100
694
$3.61K ﹤0.01%
30
695
$3.54K ﹤0.01%
167
-64
696
$3.52K ﹤0.01%
100
697
$3.49K ﹤0.01%
100
698
$3.48K ﹤0.01%
148
-517
699
$3.48K ﹤0.01%
35
-13
700
$3.45K ﹤0.01%
514
26 27
28
29 30