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
$43.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$85.8K
2
+$80.5K
3
+$66.2K
4
COIN icon
Coinbase
COIN
+$50.7K
5
PFE icon
Pfizer
PFE
+$38.3K

Top Sells

1
+$728K
2
+$253K
3
+$67K
4
CAT icon
Caterpillar
CAT
+$60.4K
5
AMZN icon
Amazon
AMZN
+$50.3K

Sector Composition

1 Technology 19.66%
2 Industrials 10.36%
3 Communication Services 8.49%
4 Consumer Discretionary 8.44%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$36 ﹤0.01%
113
352
$36 ﹤0.01%
220
+1
353
$36 ﹤0.01%
276
354
$36 ﹤0.01%
724
355
$34 ﹤0.01%
543
356
$34 ﹤0.01%
300
357
$34 ﹤0.01%
1,660
-100
358
$34 ﹤0.01%
156
+43
359
$33 ﹤0.01%
194
360
$33 ﹤0.01%
655
361
$33 ﹤0.01%
241
+61
362
$32 ﹤0.01%
300
363
$31 ﹤0.01%
130
364
$31 ﹤0.01%
796
365
$31 ﹤0.01%
590
366
$31 ﹤0.01%
779
367
$31 ﹤0.01%
134
368
$31 ﹤0.01%
1,510
369
$31 ﹤0.01%
835
370
$30 ﹤0.01%
500
371
$30 ﹤0.01%
450
372
$30 ﹤0.01%
1,114
373
$30 ﹤0.01%
253
+50
374
$29 ﹤0.01%
800
+300
375
$29 ﹤0.01%
103
+1
13 14
15
16 17