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
$220M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$295K
3
+$155K
4
WMT icon
Walmart
WMT
+$145K
5
CVS icon
CVS Health
CVS
+$123K

Top Sells

1
+$175K
2
+$29.5K
3
+$27.2K
4
BLNK icon
Blink Charging
BLNK
+$17K
5
HA
Hawaiian Holdings, Inc.
HA
+$17K

Sector Composition

1 Technology 87.83%
2 Industrials 2.15%
3 Consumer Discretionary 1.39%
4 Communication Services 1.11%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$41 ﹤0.01%
831
327
$40 ﹤0.01%
1,070
328
$39 ﹤0.01%
3,000
329
$39 ﹤0.01%
300
330
$39 ﹤0.01%
639
331
$39 ﹤0.01%
737
332
$38 ﹤0.01%
724
333
$38 ﹤0.01%
221
334
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218
+1
335
$36 ﹤0.01%
250
336
$35 ﹤0.01%
600
337
$34 ﹤0.01%
2,290
-1,040
338
$34 ﹤0.01%
750
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339
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340
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341
$32 ﹤0.01%
196
342
$31 ﹤0.01%
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343
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256
344
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101
345
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346
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347
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348
$29 ﹤0.01%
541
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349
$29 ﹤0.01%
13,222
350
$28 ﹤0.01%
2,286
12 13
14
15 16