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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$900K
4
W icon
Wayfair
W
+$693K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$642K

Top Sells

1
+$452K
2
+$209K
3
+$201K
4
QCOM icon
Qualcomm
QCOM
+$166K
5
GE icon
GE Aerospace
GE
+$146K

Sector Composition

1 Technology 12.77%
2 Industrials 10.67%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$41.5K 0.02%
792
302
$41.4K 0.02%
1,500
303
$41.3K 0.02%
78
304
$39.4K 0.02%
639
305
$38.8K 0.02%
587
+223
306
$38.8K 0.02%
704
-32
307
$38.5K 0.02%
1,000
308
$38.1K 0.02%
1,900
309
$37.7K 0.02%
225
-11
310
$37.5K 0.02%
218
-12
311
$37.3K 0.02%
1,200
312
$37.1K 0.02%
514
313
$36.7K 0.02%
700
314
$36.6K 0.02%
231
+163
315
$35.9K 0.02%
1,500
+78
316
$35.2K 0.02%
400
317
$35.1K 0.02%
1,495
-50
318
$34.5K 0.02%
636
-38
319
$34.4K 0.02%
+300
320
$34K 0.02%
556
321
$33.8K 0.02%
288
322
$33.4K 0.02%
210
+49
323
$33.1K 0.02%
301
-35
324
$33.1K 0.02%
740
-106
325
$32.7K 0.02%
1,700
-100
11 12
13
14 15