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
301
$57 ﹤0.01%
1,485
302
$57 ﹤0.01%
1,177
303
$57 ﹤0.01%
233
304
$56 ﹤0.01%
905
305
$55 ﹤0.01%
409
306
$55 ﹤0.01%
325
-100
307
$53 ﹤0.01%
2,290
308
$51 ﹤0.01%
1,070
309
$48 ﹤0.01%
424
310
$48 ﹤0.01%
831
311
$47 ﹤0.01%
639
312
$47 ﹤0.01%
175
313
$47 ﹤0.01%
837
+100
314
$46 ﹤0.01%
3,000
315
$46 ﹤0.01%
218
316
$45 ﹤0.01%
221
317
$44 ﹤0.01%
1,295
+1,193
318
$44 ﹤0.01%
300
319
$44 ﹤0.01%
953
320
$44 ﹤0.01%
900
321
$43 ﹤0.01%
1,240
-75
322
$43 ﹤0.01%
301
+45
323
$41 ﹤0.01%
560
324
$41 ﹤0.01%
252
325
$41 ﹤0.01%
1,200
11 12
13
14 15