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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$2.48M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$559K
5
BABA icon
Alibaba
BABA
+$495K

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$92 ﹤0.01%
+2,199
252
$90 ﹤0.01%
+1,460
253
$90 ﹤0.01%
+2,960
254
$88 ﹤0.01%
+552
255
$86 ﹤0.01%
+5,675
256
$85 ﹤0.01%
+630
257
$85 ﹤0.01%
+991
258
$80 ﹤0.01%
+1,500
259
$80 ﹤0.01%
+808
260
$80 ﹤0.01%
+4,777
261
$77 ﹤0.01%
+1,403
262
$77 ﹤0.01%
+1,600
263
$75 ﹤0.01%
+1,200
264
$75 ﹤0.01%
+1,266
265
$75 ﹤0.01%
+1,500
266
$73 ﹤0.01%
+737
267
$72 ﹤0.01%
+1,711
268
$72 ﹤0.01%
+3,509
269
$72 ﹤0.01%
+1,695
270
$70 ﹤0.01%
+2,285
271
$70 ﹤0.01%
+2,734
272
$69 ﹤0.01%
+502
273
$69 ﹤0.01%
+720
274
$69 ﹤0.01%
+1,520
275
$69 ﹤0.01%
+1,426
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