WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
51
$899K 0.32%
17,847
+1,800
52
$884K 0.31%
14,455
+1,775
53
$862K 0.3%
30,184
+5,747
54
$856K 0.3%
12,070
+155
55
$851K 0.3%
2,878
-9
56
$843K 0.3%
8,373
57
$820K 0.29%
5,580
+210
58
$808K 0.28%
12,923
+390
59
$798K 0.28%
4,759
+184
60
$784K 0.28%
6,950
+1,600
61
$780K 0.27%
18,975
-50
62
$774K 0.27%
7,286
+1,539
63
$745K 0.26%
37,825
+275
64
$740K 0.26%
18,724
+2,400
65
$739K 0.26%
7,670
+1,460
66
$730K 0.26%
31,932
-400
67
$695K 0.24%
40,140
+25,530
68
$668K 0.24%
+4,387
69
$641K 0.23%
40,582
+2,900
70
$638K 0.22%
12,906
+3,115
71
$630K 0.22%
7,758
+2,059
72
$629K 0.22%
3,720
+814
73
$614K 0.22%
17,821
+3
74
$611K 0.22%
11,070
-423
75
$588K 0.21%
2,376
+29
1 2
3
4 5