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
$43.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$85.8K
2
+$80.5K
3
+$66.2K
4
COIN icon
Coinbase
COIN
+$50.7K
5
PFE icon
Pfizer
PFE
+$38.3K

Top Sells

1
+$728K
2
+$253K
3
+$67K
4
CAT icon
Caterpillar
CAT
+$60.4K
5
AMZN icon
Amazon
AMZN
+$50.3K

Sector Composition

1 Technology 19.66%
2 Industrials 10.36%
3 Communication Services 8.49%
4 Consumer Discretionary 8.44%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$292 ﹤0.01%
3,325
227
$289 ﹤0.01%
2,000
228
$288 ﹤0.01%
1,501
-49
229
$286 ﹤0.01%
3,750
230
$264 ﹤0.01%
923
-119
231
$262 ﹤0.01%
5,575
+250
232
$255 ﹤0.01%
3,000
233
$251 ﹤0.01%
3,732
-300
234
$241 ﹤0.01%
6,129
+250
235
$225 ﹤0.01%
573
236
$224 ﹤0.01%
70,000
-500
237
$223 ﹤0.01%
917
238
$219 ﹤0.01%
1,129
+174
239
$216 ﹤0.01%
3,463
240
$209 ﹤0.01%
3,000
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241
$206 ﹤0.01%
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242
$203 ﹤0.01%
12,000
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243
$198 ﹤0.01%
1,285
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244
$190 ﹤0.01%
2,414
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245
$186 ﹤0.01%
2,655
+1
246
$181 ﹤0.01%
4,756
247
$178 ﹤0.01%
1,621
+1,506
248
$177 ﹤0.01%
503
+1
249
$167 ﹤0.01%
7,125
-7,198
250
$159 ﹤0.01%
+281
8 9
10
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