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
76
$582K 0.2%
7,459
-150
77
$581K 0.2%
5,250
+100
78
$578K 0.2%
16,165
+1,125
79
$574K 0.2%
4,595
+230
80
$573K 0.2%
3,049
+345
81
$556K 0.2%
11,291
-500
82
$526K 0.19%
2,164
-131
83
$512K 0.18%
4,800
84
$483K 0.17%
15,330
-204
85
$481K 0.17%
5,745
+750
86
$478K 0.17%
5,825
87
$456K 0.16%
3,673
+100
88
$448K 0.16%
19,100
+750
89
$447K 0.16%
6,982
-776
90
$440K 0.15%
3,150
+1,650
91
$439K 0.15%
9,688
+980
92
$437K 0.15%
13,500
93
$430K 0.15%
3,960
94
$429K 0.15%
7,614
+1,940
95
$429K 0.15%
20,372
+1,430
96
$423K 0.15%
3,480
-77
97
$420K 0.15%
4,200
-5,000
98
$415K 0.15%
7,589
+1,300
99
$411K 0.14%
4,419
+51
100
$410K 0.14%
6,307
+332
2 3
4
5 6