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
101
$16.8K 0.01%
+16,647
102
$16.6K 0.01%
+424
103
$16.3K 0.01%
+1,294
104
$16.1K 0.01%
+5,300
105
$14.5K 0.01%
+648
106
$14.3K 0.01%
+2,750
107
$14.1K 0.01%
+500
108
$13.7K 0.01%
+976
109
$13.7K 0.01%
+336
110
$13.4K 0.01%
+675
111
$11.9K 0.01%
+700
112
$11.9K 0.01%
+1,650
113
$11.9K 0.01%
+2,500
114
$11.6K 0.01%
+5,428
115
$11.4K 0.01%
+15,748
116
$11K 0.01%
+34,432
117
$10.6K 0.01%
+900
118
$8.88K 0.01%
+1,600
119
$7.4K 0.01%
+50
120
$7.21K ﹤0.01%
+25,192
121
$6.75K ﹤0.01%
+2,481
122
$6.68K ﹤0.01%
+2,056
123
$6.2K ﹤0.01%
+2,190
124
$6.09K ﹤0.01%
+2,853
125
$5.63K ﹤0.01%
+43,699
3 4
5
6 7