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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$900K
4
W icon
Wayfair
W
+$693K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$642K

Top Sells

1
+$452K
2
+$209K
3
+$201K
4
QCOM icon
Qualcomm
QCOM
+$166K
5
GE icon
GE Aerospace
GE
+$146K

Sector Composition

1 Technology 12.77%
2 Industrials 10.67%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$93.1K 0.05%
2,748
227
$92.3K 0.05%
985
+35
228
$91.5K 0.05%
2,115
229
$90.7K 0.05%
3,575
230
$86.6K 0.05%
3,118
231
$85.4K 0.05%
1,736
+109
232
$84K 0.05%
1,000
233
$84K 0.05%
721
234
$82.8K 0.04%
3,588
235
$81.9K 0.04%
1,280
-29
236
$81.1K 0.04%
628
+36
237
$80.9K 0.04%
1,600
238
$80.8K 0.04%
2,000
239
$80.6K 0.04%
500
240
$79.4K 0.04%
2,661
-400
241
$77.5K 0.04%
607
242
$74.3K 0.04%
902
+41
243
$74.1K 0.04%
40
244
$74K 0.04%
5,400
245
$71.2K 0.04%
3,808
246
$69.1K 0.04%
841
-7
247
$68.9K 0.04%
924
-10
248
$68.4K 0.04%
1,956
-11
249
$68.4K 0.04%
600
+200
250
$66.6K 0.04%
600
-167
8 9
10
11 12