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
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$358K
3
+$68.5K
4
BA icon
Boeing
BA
+$62.9K
5
BAC icon
Bank of America
BAC
+$38.9K

Top Sells

1
+$37.9M
2
+$1.9M
3
+$1.84M
4
COST icon
Costco
COST
+$903K
5
DIS icon
Walt Disney
DIS
+$846K

Sector Composition

1 Technology 88.1%
2 Industrials 2.77%
3 Consumer Discretionary 1.34%
4 Communication Services 1.12%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$39 ﹤0.01%
276
327
$39 ﹤0.01%
1,200
328
$39 ﹤0.01%
831
+237
329
$38 ﹤0.01%
3,000
330
$36 ﹤0.01%
300
331
$36 ﹤0.01%
1,200
332
$36 ﹤0.01%
221
+41
333
$35 ﹤0.01%
600
334
$35 ﹤0.01%
+922
335
$35 ﹤0.01%
737
336
$34 ﹤0.01%
639
337
$32 ﹤0.01%
250
-150
338
$32 ﹤0.01%
3,500
339
$32 ﹤0.01%
460
-80
340
$31 ﹤0.01%
196
341
$30 ﹤0.01%
559
342
$29 ﹤0.01%
2,286
-1,500
343
$29 ﹤0.01%
700
+400
344
$28 ﹤0.01%
486
+3
345
$27 ﹤0.01%
1,000
346
$27 ﹤0.01%
+2,500
347
$27 ﹤0.01%
256
348
$27 ﹤0.01%
1,075
349
$26 ﹤0.01%
+500
350
$26 ﹤0.01%
620
-250
12 13
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15 16