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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$57 ﹤0.01%
219
327
$56 ﹤0.01%
772
+53
328
$56 ﹤0.01%
288
329
$54 ﹤0.01%
375
330
$53 ﹤0.01%
306
331
$53 ﹤0.01%
203
332
$53 ﹤0.01%
878
333
$52 ﹤0.01%
221
334
$52 ﹤0.01%
2,625
-4,500
335
$50 ﹤0.01%
3,500
336
$50 ﹤0.01%
639
337
$50 ﹤0.01%
+1,050
338
$49 ﹤0.01%
300
339
$49 ﹤0.01%
400
340
$47 ﹤0.01%
2,650
341
$46 ﹤0.01%
424
342
$46 ﹤0.01%
779
+49
343
$45 ﹤0.01%
233
344
$45 ﹤0.01%
251
+20
345
$45 ﹤0.01%
980
+145
346
$44 ﹤0.01%
400
+180
347
$43 ﹤0.01%
301
348
$43 ﹤0.01%
900
349
$42 ﹤0.01%
560
350
$42 ﹤0.01%
1,950
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