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
101
$410K 0.14%
3,890
+170
102
$407K 0.14%
73,950
+5,000
103
$403K 0.14%
2,683
-449
104
$396K 0.14%
23,074
+1
105
$395K 0.14%
6,038
+700
106
$394K 0.14%
4,055
-163
107
$389K 0.14%
6,196
+1
108
$380K 0.13%
2,065
+250
109
$377K 0.13%
7,077
+5
110
$374K 0.13%
33,764
111
$372K 0.13%
5,590
112
$361K 0.13%
3,805
+3,291
113
$357K 0.13%
7,725
114
$354K 0.12%
14,543
+8,206
115
$339K 0.12%
3,098
116
$339K 0.12%
7,660
+1,000
117
$338K 0.12%
2,500
118
$329K 0.12%
4,215
+1,549
119
$329K 0.12%
1,100
-3
120
$328K 0.12%
1,578
121
$325K 0.11%
2,452
122
$319K 0.11%
3,980
123
$313K 0.11%
36
+2
124
$310K 0.11%
15,450
+950
125
$300K 0.11%
12,304
-1,225
3 4
5
6 7