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
$220M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$295K
3
+$155K
4
WMT icon
Walmart
WMT
+$145K
5
CVS icon
CVS Health
CVS
+$123K

Top Sells

1
+$175K
2
+$29.5K
3
+$27.2K
4
BLNK icon
Blink Charging
BLNK
+$17K
5
HA
Hawaiian Holdings, Inc.
HA
+$17K

Sector Composition

1 Technology 87.83%
2 Industrials 2.15%
3 Consumer Discretionary 1.39%
4 Communication Services 1.11%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$183 ﹤0.01%
12,417
+1,500
227
$179 ﹤0.01%
2,800
228
$173 ﹤0.01%
1,212
229
$171 ﹤0.01%
4,386
+950
230
$171 ﹤0.01%
1,088
231
$164 ﹤0.01%
993
+1
232
$163 ﹤0.01%
2,628
233
$160 ﹤0.01%
3,000
234
$157 ﹤0.01%
2,187
+387
235
$153 ﹤0.01%
3,125
236
$153 ﹤0.01%
942
-50
237
$151 ﹤0.01%
+645
238
$149 ﹤0.01%
2,518
+685
239
$147 ﹤0.01%
2,311
240
$146 ﹤0.01%
4,756
241
$141 ﹤0.01%
13,550
242
$136 ﹤0.01%
3,450
+1,000
243
$134 ﹤0.01%
40,200
+2,000
244
$134 ﹤0.01%
4
245
$133 ﹤0.01%
800
246
$132 ﹤0.01%
2,585
247
$131 ﹤0.01%
803
248
$130 ﹤0.01%
1,560
-200
249
$128 ﹤0.01%
540
-30
250
$123 ﹤0.01%
3,129
8 9
10
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