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
351
$28 ﹤0.01%
400
352
$28 ﹤0.01%
2,500
353
$28 ﹤0.01%
700
354
$28 ﹤0.01%
808
+607
355
$27 ﹤0.01%
130
356
$27 ﹤0.01%
1,000
357
$26 ﹤0.01%
400
358
$26 ﹤0.01%
3,500
359
$26 ﹤0.01%
3,650
360
$25 ﹤0.01%
646
+452
361
$25 ﹤0.01%
638
362
$24 ﹤0.01%
797
363
$24 ﹤0.01%
300
-811
364
$24 ﹤0.01%
1,377
365
$24 ﹤0.01%
600
366
$24 ﹤0.01%
398
367
$24 ﹤0.01%
149
368
$24 ﹤0.01%
53
+8
369
$23 ﹤0.01%
625
370
$23 ﹤0.01%
1,250
371
$23 ﹤0.01%
4,000
+1,000
372
$23 ﹤0.01%
214
373
$23 ﹤0.01%
1,130
374
$23 ﹤0.01%
701
375
$22 ﹤0.01%
194
13 14
15
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