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
151
$86.8K 0.06%
+595
152
$86K 0.06%
+1,118
153
$84.3K 0.06%
+2,275
154
$83K 0.06%
+1,313
155
$80K 0.05%
+1,459
156
$78.4K 0.05%
+879
157
$78K 0.05%
+3,808
158
$77K 0.05%
+3,500
159
$76.2K 0.05%
+921
160
$73.9K 0.05%
+800
161
$73.6K 0.05%
+1,100
162
$71.3K 0.05%
+1,380
163
$71.3K 0.05%
+1,000
164
$70.7K 0.05%
+46
165
$69.7K 0.05%
+852
166
$69.5K 0.05%
+1,940
167
$69.4K 0.05%
+1,600
168
$69.2K 0.05%
+1,750
169
$66.7K 0.05%
+1,115
170
$64.3K 0.04%
+898
171
$64K 0.04%
+3,000
172
$63.3K 0.04%
+4,126
173
$61.7K 0.04%
+1,204
174
$61.6K 0.04%
+819
175
$60.2K 0.04%
+781
5 6
7
8 9