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
276
$76 ﹤0.01%
1,922
+5
277
$75 ﹤0.01%
737
278
$73 ﹤0.01%
430
279
$72 ﹤0.01%
1,600
-120
280
$70 ﹤0.01%
1,945
+250
281
$69 ﹤0.01%
550
+100
282
$67 ﹤0.01%
1,000
283
$66 ﹤0.01%
500
284
$64 ﹤0.01%
3,000
285
$64 ﹤0.01%
1,520
286
$64 ﹤0.01%
738
287
$62 ﹤0.01%
1,036
288
$62 ﹤0.01%
5,400
289
$60 ﹤0.01%
1,485
-44
290
$57 ﹤0.01%
954
291
$57 ﹤0.01%
1,555
+1,200
292
$56 ﹤0.01%
3,118
293
$55 ﹤0.01%
618
294
$55 ﹤0.01%
2,000
295
$53 ﹤0.01%
636
296
$53 ﹤0.01%
+719
297
$53 ﹤0.01%
2,650
298
$52 ﹤0.01%
622
-140
299
$51 ﹤0.01%
3,330
300
$51 ﹤0.01%
905
10 11
12
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