WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$24.2M
3
+$11M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.17M
5
AMZN icon
Amazon
AMZN
+$7.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37.1K 0.03%
+6,590
77
$35.5K 0.02%
+850
78
$34.5K 0.02%
+110
79
$29.7K 0.02%
+7,856
80
$29.7K 0.02%
+18,010
81
$29.1K 0.02%
+42,105
82
$28.9K 0.02%
+8,240
83
$28.5K 0.02%
+378
84
$27.3K 0.02%
+3,892
85
$26.5K 0.02%
+9,235
86
$26.4K 0.02%
+450
87
$26.4K 0.02%
+23,731
88
$26.3K 0.02%
+535
89
$25.5K 0.02%
+862
90
$25.4K 0.02%
+7,250
91
$24.4K 0.02%
+3,468
92
$24.2K 0.02%
+2,105
93
$22.6K 0.02%
+3,700
94
$21.1K 0.01%
+16,375
95
$20.7K 0.01%
+9,282
96
$20.4K 0.01%
+20,598
97
$20.1K 0.01%
+8,944
98
$19.2K 0.01%
+4,326
99
$18.8K 0.01%
+4,500
100
$17.8K 0.01%
+3,050
2 3
4
5 6