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
276
$110 ﹤0.01%
721
+202
277
$110 ﹤0.01%
1,308
+72
278
$106 ﹤0.01%
4,777
279
$104 ﹤0.01%
430
280
$102 ﹤0.01%
1,908
281
$101 ﹤0.01%
1,000
282
$101 ﹤0.01%
1,500
283
$99 ﹤0.01%
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+1
284
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1,996
285
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2,970
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286
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713
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287
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288
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289
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2,284
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290
$92 ﹤0.01%
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291
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292
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293
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294
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295
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296
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297
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737
298
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898
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299
$72 ﹤0.01%
1,838
300
$71 ﹤0.01%
500
10 11
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