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
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$402K
3
+$328K
4
BAC icon
Bank of America
BAC
+$169K
5
NVDA icon
NVIDIA
NVDA
+$154K

Top Sells

1
+$191K
2
+$62.8K
3
+$50.8K
4
BABA icon
Alibaba
BABA
+$40.8K
5
LVS icon
Las Vegas Sands
LVS
+$37.2K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$104 ﹤0.01%
2,375
+380
302
$103 ﹤0.01%
1,550
303
$102 ﹤0.01%
1,000
304
$102 ﹤0.01%
4,248
+100
305
$99 ﹤0.01%
1,200
306
$98 ﹤0.01%
719
307
$98 ﹤0.01%
553
308
$97 ﹤0.01%
2,658
+1
309
$96 ﹤0.01%
622
310
$95 ﹤0.01%
4,535
-500
311
$94 ﹤0.01%
262
+117
312
$92 ﹤0.01%
2,665
+225
313
$90 ﹤0.01%
1,000
314
$86 ﹤0.01%
2,950
315
$85 ﹤0.01%
+1,700
316
$84 ﹤0.01%
430
317
$83 ﹤0.01%
2,177
+135
318
$81 ﹤0.01%
2,675
319
$80 ﹤0.01%
2,611
320
$77 ﹤0.01%
3,697
-266
321
$77 ﹤0.01%
885
322
$75 ﹤0.01%
5,400
323
$75 ﹤0.01%
3,043
-104
324
$75 ﹤0.01%
1,050
325
$74 ﹤0.01%
1,000
11 12
13
14 15