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
$220M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$295K
3
+$155K
4
WMT icon
Walmart
WMT
+$145K
5
CVS icon
CVS Health
CVS
+$123K

Top Sells

1
+$175K
2
+$29.5K
3
+$27.2K
4
BLNK icon
Blink Charging
BLNK
+$17K
5
HA
Hawaiian Holdings, Inc.
HA
+$17K

Sector Composition

1 Technology 87.83%
2 Industrials 2.15%
3 Consumer Discretionary 1.39%
4 Communication Services 1.11%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$53 ﹤0.01%
905
302
$52 ﹤0.01%
1,838
303
$52 ﹤0.01%
2,025
304
$52 ﹤0.01%
576
-60
305
$52 ﹤0.01%
265
306
$51 ﹤0.01%
725
307
$50 ﹤0.01%
250
308
$49 ﹤0.01%
3,118
309
$49 ﹤0.01%
1,675
310
$49 ﹤0.01%
719
311
$49 ﹤0.01%
175
312
$48 ﹤0.01%
409
313
$48 ﹤0.01%
233
314
$46 ﹤0.01%
+1,660
315
$45 ﹤0.01%
897
-506
316
$45 ﹤0.01%
276
317
$44 ﹤0.01%
900
+600
318
$43 ﹤0.01%
424
319
$43 ﹤0.01%
1,315
-630
320
$43 ﹤0.01%
1,177
321
$42 ﹤0.01%
1,485
322
$42 ﹤0.01%
746
323
$41 ﹤0.01%
3,000
324
$41 ﹤0.01%
560
+1
325
$41 ﹤0.01%
1,200
11 12
13
14 15