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
301
$50 ﹤0.01%
1,276
+200
302
$50 ﹤0.01%
636
303
$49 ﹤0.01%
957
304
$49 ﹤0.01%
250
305
$47 ﹤0.01%
2,025
306
$47 ﹤0.01%
725
+100
307
$47 ﹤0.01%
13,222
-170
308
$46 ﹤0.01%
3,000
309
$46 ﹤0.01%
409
310
$46 ﹤0.01%
1,545
+925
311
$45 ﹤0.01%
1,177
312
$45 ﹤0.01%
746
-520
313
$45 ﹤0.01%
1,838
314
$44 ﹤0.01%
265
315
$42 ﹤0.01%
1,675
-14,700
316
$42 ﹤0.01%
5,160
317
$42 ﹤0.01%
724
318
$41 ﹤0.01%
424
319
$41 ﹤0.01%
217
320
$41 ﹤0.01%
233
321
$41 ﹤0.01%
175
322
$40 ﹤0.01%
700
323
$40 ﹤0.01%
1,070
324
$39 ﹤0.01%
1,000
325
$39 ﹤0.01%
1,485
-44
11 12
13
14 15