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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$381 ﹤0.01%
5,630
-300
227
$356 ﹤0.01%
2,370
+19
228
$342 ﹤0.01%
1,750
229
$317 ﹤0.01%
3,350
230
$310 ﹤0.01%
2,000
231
$275 ﹤0.01%
15,450
232
$271 ﹤0.01%
3,750
233
$269 ﹤0.01%
1,800
-1,000
234
$267 ﹤0.01%
6,904
+775
235
$267 ﹤0.01%
923
236
$266 ﹤0.01%
3,225
-100
237
$264 ﹤0.01%
5,575
238
$251 ﹤0.01%
3,732
239
$247 ﹤0.01%
3,000
240
$242 ﹤0.01%
3,839
+1,640
241
$240 ﹤0.01%
3,500
+500
242
$226 ﹤0.01%
574
+1
243
$221 ﹤0.01%
4,671
+1,937
244
$215 ﹤0.01%
897
-20
245
$206 ﹤0.01%
3,000
246
$202 ﹤0.01%
1,381
-120
247
$201 ﹤0.01%
3,463
248
$198 ﹤0.01%
2,788
+1,077
249
$194 ﹤0.01%
1,781
+160
250
$194 ﹤0.01%
957
-172
8 9
10
11 12