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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$19.1M
3
+$9.45M
4
NOC icon
Northrop Grumman
NOC
+$3.98M
5
BND icon
Vanguard Total Bond Market
BND
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.39%
2 Industrials 6.89%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$116K 0.08%
+1,657
127
$113K 0.08%
+2,162
128
$113K 0.08%
+1,793
129
$113K 0.08%
+1,584
130
$112K 0.08%
+2,393
131
$111K 0.08%
+2,696
132
$110K 0.08%
+4,750
133
$109K 0.07%
+3,551
134
$104K 0.07%
+5,675
135
$101K 0.07%
+1,200
136
$101K 0.07%
+2,100
137
$101K 0.07%
+1,390
138
$100K 0.07%
+1,417
139
$100K 0.07%
+1,331
140
$99.1K 0.07%
+2,960
141
$97.9K 0.07%
+1,249
142
$96.5K 0.07%
+2,000
143
$94.6K 0.06%
+885
144
$91.7K 0.06%
+1,038
145
$90.5K 0.06%
+23,500
146
$90K 0.06%
+1,037
147
$89.7K 0.06%
+5,000
148
$89.3K 0.06%
+2,160
149
$86.9K 0.06%
+709
150
$86.8K 0.06%
+595
4 5
6
7 8