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
726
$2.9K ﹤0.01%
100
727
$2.89K ﹤0.01%
24
728
$2.85K ﹤0.01%
38
+2
729
$2.74K ﹤0.01%
43
730
$2.7K ﹤0.01%
38
731
$2.6K ﹤0.01%
59
-22
732
$2.6K ﹤0.01%
233
733
$2.56K ﹤0.01%
84
734
$2.5K ﹤0.01%
24
735
$2.49K ﹤0.01%
48
-18
736
$2.46K ﹤0.01%
56
737
$2.42K ﹤0.01%
40
738
$2.33K ﹤0.01%
20
-8
739
$2.32K ﹤0.01%
2
740
$2.28K ﹤0.01%
1,200
741
$2.26K ﹤0.01%
52
742
$2.24K ﹤0.01%
119
743
$2.2K ﹤0.01%
24
-10
744
$2.18K ﹤0.01%
54
-21
745
$2.11K ﹤0.01%
200
746
$2.07K ﹤0.01%
200
747
$2.04K ﹤0.01%
47
748
$1.94K ﹤0.01%
243
749
$1.92K ﹤0.01%
12
-5
750
$1.89K ﹤0.01%
12
28 29
30
31 32