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
151
$227K 0.08%
8,008
+465
152
$227K 0.08%
4,360
-4,730
153
$223K 0.08%
12,279
-7,500
154
$216K 0.08%
1,630
+110
155
$210K 0.07%
4,708
+3
156
$190K 0.07%
4,000
157
$187K 0.07%
3,250
+20
158
$187K 0.07%
5,610
-7,449
159
$185K 0.07%
2,566
-98
160
$184K 0.06%
3,200
161
$183K 0.06%
1,298
+100
162
$181K 0.06%
1,849
+5
163
$180K 0.06%
2,951
+59
164
$180K 0.06%
1,500
165
$180K 0.06%
1,917
-5
166
$179K 0.06%
1,342
167
$175K 0.06%
5,400
168
$174K 0.06%
2,630
169
$167K 0.06%
2,975
-8,000
170
$166K 0.06%
4,534
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171
$165K 0.06%
1,501
-14
172
$163K 0.06%
381
173
$160K 0.06%
7,567
+1,567
174
$160K 0.06%
2,327
175
$159K 0.06%
3,000
5 6
7
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