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 | |
|---|---|---|---|---|---|---|---|
| $52.7K | 0.01% | 306 | – | – | |||
| $52.7K | 0.01% | 2,248 | – | – | |||
| $52.6K | 0.01% | 431 | – | – | |||
| $52.4K | 0.01% | 145 | – | – | |||
| $51.7K | 0.01% | 1,017 +717 | +239% | +$36.4K | |||
| $51.7K | 0.01% | 1,000 | – | – | |||
| $51.5K | 0.01% | 555 +75 | +16% | +$6.96K | |||
| $51.1K | 0.01% | 540 | – | – | |||
| $50.7K | 0.01% | 419 +122 | +41% | +$14.8K | |||
| $50.3K | 0.01% | 1,140 | – | – | |||
| $49.7K | 0.01% | 616 +99 | +19% | +$7.99K | |||
| $49.2K | 0.01% | 219 | – | – | |||
| $48.7K | 0.01% | 803 | – | – | |||
| $48.6K | 0.01% | 716 -50 | -7% | -$3.4K | |||
| $47.8K | 0.01% | 400 -150 | -27% | -$17.9K | |||
| $47.7K | 0.01% | 1,869 -200 | -10% | -$5.11K | |||
| $47.5K | 0.01% | 816 | New | +$47.5K | |||
| $46.6K | 0.01% | 1,200 | – | – | |||
| $46.4K | 0.01% | 300 | – | – | |||
| $45.8K | 0.01% | 12 | – | – | |||
| $45.4K | 0.01% | 500 | – | – | |||
| $45K | 0.01% | 1,475 | – | – | |||
| $44.6K | 0.01% | 600 | – | – | |||
| $44.6K | 0.01% | 395 +20 | +5% | +$2.26K | |||
| $43.4K | 0.01% | 139 | – | – |
