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
151
$86K 0.06%
+1,118
152
$84.3K 0.06%
+2,275
153
$83K 0.06%
+1,313
154
$80K 0.05%
+1,459
155
$78.4K 0.05%
+879
156
$78K 0.05%
+3,808
157
$77K 0.05%
+3,500
158
$76.2K 0.05%
+921
159
$73.9K 0.05%
+800
160
$73.6K 0.05%
+1,100
161
$71.3K 0.05%
+1,380
162
$71.3K 0.05%
+1,000
163
$70.7K 0.05%
+46
164
$69.7K 0.05%
+852
165
$69.5K 0.05%
+1,940
166
$69.4K 0.05%
+1,600
167
$69.2K 0.05%
+1,750
168
$66.7K 0.05%
+1,115
169
$64.3K 0.04%
+898
170
$64K 0.04%
+3,000
171
$63.3K 0.04%
+4,126
172
$61.7K 0.04%
+1,204
173
$61.6K 0.04%
+819
174
$60.2K 0.04%
+781
175
$60.2K 0.04%
+3,780
5 6
7
8 9