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
251
$156 ﹤0.01%
40,200
252
$150 ﹤0.01%
2,650
253
$149 ﹤0.01%
1,100
254
$148 ﹤0.01%
2,000
255
$144 ﹤0.01%
2,199
256
$140 ﹤0.01%
1,260
257
$135 ﹤0.01%
490
258
$135 ﹤0.01%
579
259
$132 ﹤0.01%
+1,500
260
$131 ﹤0.01%
2,734
261
$131 ﹤0.01%
682
-285
262
$129 ﹤0.01%
2,195
263
$128 ﹤0.01%
1,550
264
$126 ﹤0.01%
550
265
$126 ﹤0.01%
3,700
266
$126 ﹤0.01%
8,400
+3,000
267
$124 ﹤0.01%
1,200
268
$124 ﹤0.01%
719
269
$123 ﹤0.01%
2,385
270
$122 ﹤0.01%
1,832
-1,364
271
$121 ﹤0.01%
1,711
272
$119 ﹤0.01%
2,353
273
$119 ﹤0.01%
3,211
274
$116 ﹤0.01%
3,604
275
$112 ﹤0.01%
6,232
+18
9 10
11
12 13