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
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$358K
3
+$68.5K
4
BA icon
Boeing
BA
+$62.9K
5
BAC icon
Bank of America
BAC
+$38.9K

Top Sells

1
+$37.9M
2
+$1.9M
3
+$1.84M
4
COST icon
Costco
COST
+$903K
5
DIS icon
Walt Disney
DIS
+$846K

Sector Composition

1 Technology 88.1%
2 Industrials 2.77%
3 Consumer Discretionary 1.34%
4 Communication Services 1.12%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$97 ﹤0.01%
2,829
-5,642
252
$96 ﹤0.01%
2,285
253
$94 ﹤0.01%
1,600
254
$93 ﹤0.01%
1,996
255
$92 ﹤0.01%
808
256
$91 ﹤0.01%
3,516
+7
257
$91 ﹤0.01%
560
-140
258
$91 ﹤0.01%
713
259
$89 ﹤0.01%
1,111
-913
260
$89 ﹤0.01%
2,450
+725
261
$89 ﹤0.01%
2,960
262
$88 ﹤0.01%
38,200
+7,800
263
$88 ﹤0.01%
4,777
264
$86 ﹤0.01%
1,403
265
$86 ﹤0.01%
1,711
266
$86 ﹤0.01%
610
-200
267
$84 ﹤0.01%
2,734
268
$84 ﹤0.01%
425
269
$83 ﹤0.01%
3,757
-203
270
$83 ﹤0.01%
1,500
271
$82 ﹤0.01%
1,200
272
$79 ﹤0.01%
570
273
$78 ﹤0.01%
502
274
$78 ﹤0.01%
720
275
$78 ﹤0.01%
276
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