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
701
$3.43K ﹤0.01%
108
702
$3.42K ﹤0.01%
540
703
$3.42K ﹤0.01%
30
704
$3.42K ﹤0.01%
50
705
$3.4K ﹤0.01%
50
706
$3.36K ﹤0.01%
400
-100
707
$3.29K ﹤0.01%
250
708
$3.28K ﹤0.01%
100
709
$3.26K ﹤0.01%
182
710
$3.21K ﹤0.01%
266
711
$3.2K ﹤0.01%
155
-300
712
$3.15K ﹤0.01%
100
713
$3.13K ﹤0.01%
300
714
$3.13K ﹤0.01%
141
+34
715
$3.06K ﹤0.01%
1
716
$3.06K ﹤0.01%
300
-500
717
$3.05K ﹤0.01%
66
718
$3.05K ﹤0.01%
29
-25
719
$3.02K ﹤0.01%
190
720
$2.99K ﹤0.01%
+52
721
$2.98K ﹤0.01%
200
722
$2.98K ﹤0.01%
105
723
$2.94K ﹤0.01%
8
724
$2.93K ﹤0.01%
34
725
$2.93K ﹤0.01%
+100
27 28
29
30 31