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
251
$109 ﹤0.01%
2,734
252
$107 ﹤0.01%
3,604
-153
253
$106 ﹤0.01%
724
+2
254
$106 ﹤0.01%
1,711
255
$105 ﹤0.01%
146
256
$104 ﹤0.01%
1,500
257
$102 ﹤0.01%
1,236
258
$101 ﹤0.01%
4,777
259
$99 ﹤0.01%
1,996
260
$97 ﹤0.01%
1,797
-140
261
$95 ﹤0.01%
873
-115
262
$94 ﹤0.01%
2,965
+3
263
$94 ﹤0.01%
798
264
$93 ﹤0.01%
3,211
+3,200
265
$91 ﹤0.01%
1,766
+6
266
$91 ﹤0.01%
430
267
$91 ﹤0.01%
2,047
-1,082
268
$90 ﹤0.01%
262
-89
269
$88 ﹤0.01%
525
-35
270
$84 ﹤0.01%
1,500
271
$83 ﹤0.01%
1,088
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272
$82 ﹤0.01%
715
273
$82 ﹤0.01%
1,000
274
$80 ﹤0.01%
1,444
275
$79 ﹤0.01%
2,000
9 10
11
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