WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+39.57%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$170M
AUM Growth
+$23.4M
(+16%)
Cap. Flow
-$42.3M
Cap. Flow
% of AUM
-24.9%
Top 10 Holdings %
Top 10 Hldgs %
93.25%
Holding
722
New
37
Increased
121
Reduced
168
Closed
51
Top Buys
| 1 |
Northrop Grumman
NOC
|
$2.89M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$358K |
| 3 |
United States Oil Fund
USO
|
$68.5K |
| 4 |
Boeing
BA
|
$62.9K |
| 5 |
Bank of America
BAC
|
$38.9K |
Top Sells
| 1 |
Apple
AAPL
|
$37.9M |
| 2 |
Amazon
AMZN
|
$1.9M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.84M |
| 4 |
Costco
COST
|
$903K |
| 5 |
Walt Disney
DIS
|
$846K |
Sector Composition
| 1 | Technology | 88.1% |
| 2 | Industrials | 2.77% |
| 3 | Consumer Discretionary | 1.34% |
| 4 | Communication Services | 1.12% |
| 5 | Healthcare | 1.01% |
