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
176
$60.2K 0.04%
+3,780
177
$59.4K 0.04%
+325
178
$56.8K 0.04%
+1,110
179
$56.5K 0.04%
+1,165
180
$56.3K 0.04%
+1,154
181
$55.4K 0.04%
+1,750
182
$53K 0.04%
+425
183
$52.6K 0.04%
+500
184
$52.3K 0.04%
+4,125
185
$51.3K 0.03%
+428
186
$50.8K 0.03%
+1,044
187
$49K 0.03%
+800
188
$48.3K 0.03%
+2,800
189
$46.6K 0.03%
+730
190
$46.5K 0.03%
+994
191
$45.2K 0.03%
+2,850
192
$45.2K 0.03%
+2,627
193
$44.8K 0.03%
+215
194
$43K 0.03%
+785
195
$42.3K 0.03%
+400
196
$41.7K 0.03%
+37,925
197
$41.4K 0.03%
+1,008
198
$41.1K 0.03%
+1,800
199
$41K 0.03%
+865
200
$40.9K 0.03%
+965
6 7
8
9 10