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
276
$76 ﹤0.01%
737
277
$75 ﹤0.01%
719
278
$74 ﹤0.01%
955
+1
279
$71 ﹤0.01%
500
280
$69 ﹤0.01%
1,675
281
$68 ﹤0.01%
897
282
$68 ﹤0.01%
1,888
-2,498
283
$67 ﹤0.01%
3,025
+2,625
284
$67 ﹤0.01%
2,000
285
$66 ﹤0.01%
5,400
286
$66 ﹤0.01%
613
-125
287
$65 ﹤0.01%
250
288
$65 ﹤0.01%
3,000
289
$64 ﹤0.01%
576
290
$64 ﹤0.01%
1,276
291
$62 ﹤0.01%
3,000
292
$62 ﹤0.01%
1,838
293
$61 ﹤0.01%
2,025
294
$61 ﹤0.01%
3,118
295
$61 ﹤0.01%
2,650
296
$61 ﹤0.01%
3,650
297
$60 ﹤0.01%
1,520
298
$59 ﹤0.01%
288
+23
299
$58 ﹤0.01%
636
300
$58 ﹤0.01%
276
10 11
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