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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$900K
4
W icon
Wayfair
W
+$693K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$642K

Top Sells

1
+$452K
2
+$209K
3
+$201K
4
QCOM icon
Qualcomm
QCOM
+$166K
5
GE icon
GE Aerospace
GE
+$146K

Sector Composition

1 Technology 12.77%
2 Industrials 10.67%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$27.5K 0.01%
1,165
352
$27.4K 0.01%
623
353
$27.3K 0.01%
500
-100
354
$27.1K 0.01%
331
+100
355
$27K 0.01%
+416
356
$26.8K 0.01%
226
-26
357
$26.8K 0.01%
838
358
$26.8K 0.01%
2,060
359
$26.5K 0.01%
231
+20
360
$25.9K 0.01%
854
+1
361
$25.4K 0.01%
700
362
$25.3K 0.01%
424
+3
363
$25.3K 0.01%
652
+97
364
$25K 0.01%
1,000
365
$24.9K 0.01%
210
366
$24.8K 0.01%
912
-188
367
$24.8K 0.01%
1,100
-200
368
$24.6K 0.01%
329
-9
369
$24.6K 0.01%
2,000
370
$24.5K 0.01%
700
-100
371
$24.3K 0.01%
636
+116
372
$24.2K 0.01%
1,033
+700
373
$24K 0.01%
361
-9
374
$23.9K 0.01%
458
-50
375
$23.9K 0.01%
200
13 14
15
16 17