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
251
$188 ﹤0.01%
2,414
252
$186 ﹤0.01%
8,819
+4,042
253
$185 ﹤0.01%
2,655
254
$180 ﹤0.01%
4,756
255
$178 ﹤0.01%
1,285
256
$174 ﹤0.01%
264
-17
257
$169 ﹤0.01%
70,000
258
$168 ﹤0.01%
503
259
$152 ﹤0.01%
2,000
260
$150 ﹤0.01%
40,200
261
$148 ﹤0.01%
595
-4,965
262
$135 ﹤0.01%
1,200
263
$135 ﹤0.01%
1,260
264
$133 ﹤0.01%
719
265
$131 ﹤0.01%
682
266
$129 ﹤0.01%
579
267
$128 ﹤0.01%
1,550
268
$128 ﹤0.01%
3,211
269
$127 ﹤0.01%
550
270
$125 ﹤0.01%
2,086
+50
271
$123 ﹤0.01%
2,452
+476
272
$122 ﹤0.01%
2,385
273
$119 ﹤0.01%
2,353
274
$118 ﹤0.01%
1,841
+9
275
$117 ﹤0.01%
2,650
9 10
11
12 13