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
101
$170K 0.12%
+1,051
102
$167K 0.11%
+1,045
103
$166K 0.11%
+5,344
104
$163K 0.11%
+10,882
105
$161K 0.11%
+2,632
106
$161K 0.11%
+2,733
107
$161K 0.11%
+3,050
108
$157K 0.11%
+3,479
109
$152K 0.1%
+12,000
110
$151K 0.1%
+1,655
111
$150K 0.1%
+4,314
112
$150K 0.1%
+4,906
113
$147K 0.1%
+14
114
$146K 0.1%
+11,067
115
$146K 0.1%
+1,372
116
$138K 0.09%
+1,551
117
$133K 0.09%
+1,425
118
$124K 0.08%
+1,465
119
$124K 0.08%
+7,159
120
$120K 0.08%
+1,378
121
$119K 0.08%
+2,353
122
$119K 0.08%
+26,100
123
$119K 0.08%
+2,930
124
$118K 0.08%
+3,200
125
$118K 0.08%
+866
3 4
5
6 7