WIM
Westside Investment Management Portfolio holdings
AUM $469M
AUM
$469M
AUM Growth
-$5.07M (-1%)
Cap. Flow
+$8.94M
Cap. Flow % of AUM
1.9%
Top 10 Holdings %Top 10 Hldgs %
26.31%
Holding
1,027
New
41
Increased
202
Reduced
150
Closed
49
Top Buys
| 1 | $1.89M | |
| 2 | $1.32M | |
| 3 | $1.23M | |
| 4 | $1.05M | |
| 5 | $699K |
Top Sells
| 1 | $1.94M | |
| 2 | $1.28M | |
| 3 | $1.06M | |
| 4 | $824K | |
| 5 | $766K |
Sector Composition
| 1 | Technology | 16.7% |
| 2 | Healthcare | 8.47% |
| 3 | Industrials | 6.17% |
| 4 | Communication Services | 5% |
| 5 | Consumer Discretionary | 3.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $64.9K | 0.01% | 243 | – | – | |||
| $64.7K | 0.01% | 344 | – | – | |||
| $64.4K | 0.01% | 1,410 | New | +$64.4K | |||
| $63.1K | 0.01% | 625 | – | – | |||
| $62.6K | 0.01% | 265 | – | – | |||
| $61.4K | 0.01% | 1,195 +795 | +199% | +$40.9K | |||
| $61.4K | 0.01% | 425 | – | – | |||
| $61.4K | 0.01% | 241 | – | – | |||
| $61.4K | 0.01% | 225 +27 | +14% | +$7.37K | |||
| $61.2K | 0.01% | 1,811 -167 | -8% | -$5.64K | |||
| $61.1K | 0.01% | 1,351 -40 | -3% | -$1.81K | |||
| $61.1K | 0.01% | 3,000 | – | – | |||
| $60.5K | 0.01% | 1,113 +50 | +5% | +$2.72K | |||
| $60.2K | 0.01% | 1,958 -1,730 | -47% | -$53.2K | |||
| $59.6K | 0.01% | 1,296 | – | – | |||
| $59.4K | 0.01% | 206 | – | – | |||
| $58.3K | 0.01% | 500 | – | – | |||
| $57.4K | 0.01% | 300 | – | – | |||
| $56.9K | 0.01% | 460 | – | – | |||
| $56.5K | 0.01% | 1,300 | – | – | |||
| $55.7K | 0.01% | 500 | – | – | |||
| $54.7K | 0.01% | 4,700 | – | – | |||
| $54.5K | 0.01% | 2,625 | – | – | |||
| $54.1K | 0.01% | 857 | – | – | |||
| $53.3K | 0.01% | 1,044 -59 | -5% | -$3.01K |
