WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$19.1M
3
+$9.45M
4
NOC icon
Northrop Grumman
NOC
+$3.98M
5
BND icon
Vanguard Total Bond Market
BND
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.39%
2 Industrials 6.89%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$460K 0.31%
+8,985
52
$458K 0.31%
+6,110
53
$443K 0.3%
+36,006
54
$442K 0.3%
+10,750
55
$439K 0.3%
+6,233
56
$424K 0.29%
+4,057
57
$413K 0.28%
+5,729
58
$412K 0.28%
+6,232
59
$409K 0.28%
+4,969
60
$381K 0.26%
+4,210
61
$371K 0.25%
+11,925
62
$367K 0.25%
+3,785
63
$363K 0.25%
+22,850
64
$359K 0.24%
+2,213
65
$354K 0.24%
+13,500
66
$353K 0.24%
+3,081
67
$337K 0.23%
+2,747
68
$336K 0.23%
+3,630
69
$323K 0.22%
+4,675
70
$319K 0.22%
+2,753
71
$316K 0.22%
+6,020
72
$311K 0.21%
+2,596
73
$310K 0.21%
+2,709
74
$304K 0.21%
+4,494
75
$303K 0.21%
+5,713
1 2
3
4 5