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
176
$59.4K 0.04%
+325
177
$56.8K 0.04%
+1,110
178
$56.5K 0.04%
+1,165
179
$56.3K 0.04%
+1,154
180
$55.4K 0.04%
+1,750
181
$53K 0.04%
+425
182
$52.6K 0.04%
+500
183
$52.3K 0.04%
+4,125
184
$51.3K 0.03%
+428
185
$50.8K 0.03%
+1,044
186
$49K 0.03%
+800
187
$48.3K 0.03%
+2,800
188
$46.6K 0.03%
+730
189
$46.5K 0.03%
+994
190
$45.2K 0.03%
+2,850
191
$45.2K 0.03%
+2,627
192
$44.8K 0.03%
+215
193
$43K 0.03%
+785
194
$42.3K 0.03%
+400
195
$41.7K 0.03%
+37,925
196
$41.4K 0.03%
+1,008
197
$41.1K 0.03%
+1,800
198
$41K 0.03%
+865
199
$40.9K 0.03%
+965
200
$40.9K 0.03%
+832
6 7
8
9 10