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
301
$68 ﹤0.01%
3,000
302
$68 ﹤0.01%
2,825
303
$65 ﹤0.01%
1,485
304
$65 ﹤0.01%
1,540
305
$64 ﹤0.01%
855
-70
306
$64 ﹤0.01%
+1,629
307
$63 ﹤0.01%
400
308
$63 ﹤0.01%
288
309
$62 ﹤0.01%
2,650
310
$62 ﹤0.01%
636
311
$61 ﹤0.01%
400
312
$61 ﹤0.01%
1,821
313
$60 ﹤0.01%
1,000
-1,000
314
$60 ﹤0.01%
719
315
$59 ﹤0.01%
1,070
316
$55 ﹤0.01%
100
317
$55 ﹤0.01%
878
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318
$55 ﹤0.01%
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319
$55 ﹤0.01%
580
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320
$54 ﹤0.01%
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321
$54 ﹤0.01%
953
322
$54 ﹤0.01%
219
323
$53 ﹤0.01%
306
324
$53 ﹤0.01%
+1,070
325
$52 ﹤0.01%
252
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