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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$77.7K
3
+$66.1K
4
WELL icon
Welltower
WELL
+$64.6K
5
RTX icon
RTX Corp
RTX
+$52.2K

Top Sells

1
+$74.4M
2
+$1.03M
3
+$130K
4
CHL
China Mobile Limited
CHL
+$108K
5
QCOM icon
Qualcomm
QCOM
+$96.5K

Sector Composition

1 Technology 21.5%
2 Industrials 12.96%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$168 ﹤0.01%
2,312
+1
227
$164 ﹤0.01%
3,850
+400
228
$159 ﹤0.01%
994
+1
229
$157 ﹤0.01%
4,756
230
$151 ﹤0.01%
40,200
231
$151 ﹤0.01%
2,586
+68
232
$148 ﹤0.01%
4,370
233
$139 ﹤0.01%
2,228
-400
234
$139 ﹤0.01%
803
235
$137 ﹤0.01%
628
+76
236
$137 ﹤0.01%
4
237
$135 ﹤0.01%
502
238
$134 ﹤0.01%
2,585
239
$133 ﹤0.01%
2,000
240
$132 ﹤0.01%
719
241
$132 ﹤0.01%
2,199
242
$127 ﹤0.01%
800
243
$124 ﹤0.01%
2,300
244
$122 ﹤0.01%
1,260
-300
245
$119 ﹤0.01%
2,353
246
$114 ﹤0.01%
713
247
$112 ﹤0.01%
6,195
+22
248
$111 ﹤0.01%
1,519
-200
249
$110 ﹤0.01%
1,550
-50
250
$109 ﹤0.01%
1,200
8 9
10
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