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
751
$1.83K ﹤0.01%
89
-34
752
$1.82K ﹤0.01%
36
753
$1.79K ﹤0.01%
74
-100
754
$1.79K ﹤0.01%
55
755
$1.71K ﹤0.01%
94
-47
756
$1.69K ﹤0.01%
75
757
$1.68K ﹤0.01%
55
758
$1.62K ﹤0.01%
30
-11
759
$1.57K ﹤0.01%
31
760
$1.52K ﹤0.01%
9
-20
761
$1.5K ﹤0.01%
700
762
$1.47K ﹤0.01%
15
-21
763
$1.28K ﹤0.01%
+500
764
$1.27K ﹤0.01%
150
765
$1.2K ﹤0.01%
500
766
$1.18K ﹤0.01%
4
-8
767
$1.15K ﹤0.01%
833
768
$1.08K ﹤0.01%
200
769
$1.06K ﹤0.01%
15
770
$996 ﹤0.01%
+100
771
$948 ﹤0.01%
300
772
$931 ﹤0.01%
15
773
$884 ﹤0.01%
132
774
$881 ﹤0.01%
21
-10
775
$856 ﹤0.01%
25
29 30
31
32 33