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
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$358K
3
+$68.5K
4
BA icon
Boeing
BA
+$62.9K
5
BAC icon
Bank of America
BAC
+$38.9K

Top Sells

1
+$37.9M
2
+$1.9M
3
+$1.84M
4
COST icon
Costco
COST
+$903K
5
DIS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$147 ﹤0.01%
10,917
-7,425
227
$146 ﹤0.01%
3,000
228
$144 ﹤0.01%
4,756
229
$144 ﹤0.01%
1,451
+394
230
$140 ﹤0.01%
2,311
+352
231
$134 ﹤0.01%
992
+1
232
$133 ﹤0.01%
800
233
$132 ﹤0.01%
1,760
+300
234
$131 ﹤0.01%
2,585
235
$130 ﹤0.01%
1,088
236
$126 ﹤0.01%
3,436
+1,250
237
$122 ﹤0.01%
3,129
+533
238
$121 ﹤0.01%
13,550
-21,143
239
$120 ﹤0.01%
803
240
$119 ﹤0.01%
2,353
241
$116 ﹤0.01%
2,000
242
$110 ﹤0.01%
6,150
+25
243
$108 ﹤0.01%
2,199
244
$107 ﹤0.01%
1,500
245
$106 ﹤0.01%
552
246
$105 ﹤0.01%
719
-289
247
$104 ﹤0.01%
992
-56
248
$101 ﹤0.01%
1,833
+1
249
$100 ﹤0.01%
5,275
-400
250
$98 ﹤0.01%
1,236
8 9
10
11 12