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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$77.7K
3
+$66.1K
4
WELL icon
Welltower
WELL
+$64.6K
5
RTX icon
RTX Corp
RTX
+$52.2K

Top Sells

1
+$74.4M
2
+$1.03M
3
+$130K
4
CHL
China Mobile Limited
CHL
+$108K
5
QCOM icon
Qualcomm
QCOM
+$96.5K

Sector Composition

1 Technology 21.5%
2 Industrials 12.96%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$30 ﹤0.01%
1,750
-1,050
352
$30 ﹤0.01%
183
+34
353
$29 ﹤0.01%
130
354
$29 ﹤0.01%
113
355
$29 ﹤0.01%
638
356
$28 ﹤0.01%
194
357
$28 ﹤0.01%
300
358
$28 ﹤0.01%
419
+21
359
$27 ﹤0.01%
101
360
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447
-100
361
$27 ﹤0.01%
590
362
$26 ﹤0.01%
99
363
$26 ﹤0.01%
324
364
$26 ﹤0.01%
500
365
$26 ﹤0.01%
1,510
366
$25 ﹤0.01%
432
367
$25 ﹤0.01%
300
368
$25 ﹤0.01%
183
+33
369
$25 ﹤0.01%
1,628
+18
370
$25 ﹤0.01%
796
+78
371
$25 ﹤0.01%
144
372
$24 ﹤0.01%
150
373
$24 ﹤0.01%
+170
374
$24 ﹤0.01%
600
375
$23 ﹤0.01%
113
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