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
201
$122K 0.04%
2,000
202
$121K 0.04%
1,451
+1
203
$121K 0.04%
2,445
-1,197
204
$120K 0.04%
2,353
205
$119K 0.04%
800
+500
206
$115K 0.04%
1,522
-30
207
$110K 0.04%
2,534
208
$109K 0.04%
6,894
209
$106K 0.04%
5,750
-2,250
210
$106K 0.04%
3,130
-30
211
$106K 0.04%
2,250
+75
212
$105K 0.04%
2,038
213
$104K 0.04%
4,665
214
$104K 0.04%
850
215
$104K 0.04%
2,960
216
$103K 0.04%
5,959
+22
217
$102K 0.04%
708
218
$102K 0.04%
2,132
+6
219
$101K 0.04%
1,616
+407
220
$99.5K 0.04%
2,432
221
$98.8K 0.03%
3,501
+600
222
$98.8K 0.03%
1,601
223
$94.1K 0.03%
951
+33
224
$93.9K 0.03%
1,094
225
$93.9K 0.03%
925
+291
7 8
9
10 11