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
126
$116K 0.08%
+313
127
$116K 0.08%
+1,657
128
$113K 0.08%
+2,162
129
$113K 0.08%
+1,793
130
$113K 0.08%
+1,584
131
$112K 0.08%
+2,393
132
$111K 0.08%
+2,696
133
$110K 0.08%
+4,750
134
$109K 0.07%
+3,551
135
$104K 0.07%
+5,675
136
$101K 0.07%
+1,200
137
$101K 0.07%
+2,100
138
$101K 0.07%
+1,390
139
$100K 0.07%
+1,417
140
$100K 0.07%
+1,331
141
$99.1K 0.07%
+2,960
142
$97.9K 0.07%
+1,249
143
$96.5K 0.07%
+2,000
144
$94.6K 0.06%
+885
145
$91.7K 0.06%
+1,038
146
$90.5K 0.06%
+23,500
147
$90K 0.06%
+1,037
148
$89.7K 0.06%
+5,000
149
$89.3K 0.06%
+2,160
150
$86.9K 0.06%
+709
4 5
6
7 8