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
351
$26 ﹤0.01%
3,000
+1,000
352
$26 ﹤0.01%
3,650
-100
353
$25 ﹤0.01%
540
+2
354
$25 ﹤0.01%
400
-400
355
$25 ﹤0.01%
1,500
356
$25 ﹤0.01%
1,130
357
$24 ﹤0.01%
101
+1
358
$24 ﹤0.01%
400
359
$24 ﹤0.01%
252
360
$24 ﹤0.01%
850
-275
361
$23 ﹤0.01%
194
362
$22 ﹤0.01%
41
363
$22 ﹤0.01%
130
-500
364
$22 ﹤0.01%
1,377
-29
365
$22 ﹤0.01%
638
366
$22 ﹤0.01%
+398
367
$22 ﹤0.01%
214
368
$22 ﹤0.01%
425
369
$21 ﹤0.01%
625
370
$21 ﹤0.01%
718
371
$21 ﹤0.01%
900
372
$21 ﹤0.01%
400
373
$21 ﹤0.01%
590
-270
374
$21 ﹤0.01%
113
375
$21 ﹤0.01%
1,510
13 14
15
16 17