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
$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
126
$291K 0.1%
12,500
+3,000
127
$289K 0.1%
6,798
-86
128
$285K 0.1%
4,045
+11
129
$281K 0.1%
2,086
+412
130
$278K 0.1%
17,425
+2,150
131
$275K 0.1%
1,638
-12
132
$274K 0.1%
7,224
-413
133
$270K 0.1%
22,300
+8,600
134
$263K 0.09%
5,747
-32
135
$257K 0.09%
4,324
-217
136
$252K 0.09%
17,032
-300
137
$249K 0.09%
4,470
+200
138
$248K 0.09%
2,867
+4
139
$248K 0.09%
3,170
+41
140
$246K 0.09%
1,750
141
$245K 0.09%
3,610
-500
142
$243K 0.09%
1,900
143
$243K 0.09%
53,400
-15,500
144
$238K 0.08%
18,060
+12,660
145
$237K 0.08%
1,220
+38
146
$234K 0.08%
5,195
-525
147
$233K 0.08%
4,171
+220
148
$232K 0.08%
1,075
149
$231K 0.08%
1,008
150
$231K 0.08%
849
-24
4 5
6
7 8