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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$55.1M
2
+$12.6M
3
+$5.27M
4
NOC icon
Northrop Grumman
NOC
+$3.97M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.8%
2 Industrials 6.59%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$300K 0.2%
+8,121
77
$298K 0.2%
+1,630
78
$268K 0.18%
+10,250
79
$265K 0.18%
+1,653
80
$265K 0.18%
+4,665
81
$264K 0.18%
+2,593
82
$263K 0.18%
+2,402
83
$262K 0.18%
+6,354
84
$255K 0.17%
+2,287
85
$236K 0.16%
+12,585
86
$234K 0.16%
+25,250
87
$231K 0.16%
+1,840
88
$225K 0.15%
+12,658
89
$212K 0.14%
+2,535
90
$211K 0.14%
+9,268
91
$209K 0.14%
+2,500
92
$202K 0.14%
+2,495
93
$202K 0.14%
+2,668
94
$202K 0.14%
+3,488
95
$198K 0.14%
+2,779
96
$190K 0.13%
+1,176
97
$186K 0.13%
+4,896
98
$184K 0.12%
+14,157
99
$171K 0.12%
+12,869
100
$170K 0.12%
+3,059
2 3
4
5 6