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
176
$157K 0.06%
1,418
177
$156K 0.05%
2,816
+600
178
$154K 0.05%
2,628
-340
179
$153K 0.05%
500
180
$147K 0.05%
2,550
181
$143K 0.05%
2,800
182
$143K 0.05%
3,501
+22
183
$141K 0.05%
1,797
+146
184
$140K 0.05%
2,115
+3
185
$140K 0.05%
755
-7
186
$138K 0.05%
3,250
187
$136K 0.05%
380
+100
188
$135K 0.05%
2,600
189
$134K 0.05%
5,850
190
$132K 0.05%
4,000
191
$130K 0.05%
2,725
192
$129K 0.05%
2,958
-37
193
$129K 0.05%
2,561
+2
194
$129K 0.05%
1,793
195
$126K 0.04%
1,200
196
$125K 0.04%
2,661
197
$125K 0.04%
2,000
+1,500
198
$124K 0.04%
872
-8
199
$123K 0.04%
550
-45
200
$122K 0.04%
1,493
-241
6 7
8
9 10