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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$41 ﹤0.01%
755
+5
352
$41 ﹤0.01%
+500
353
$39 ﹤0.01%
626
354
$39 ﹤0.01%
265
+24
355
$39 ﹤0.01%
414
+141
356
$38 ﹤0.01%
827
+283
357
$38 ﹤0.01%
724
358
$37 ﹤0.01%
222
+28
359
$37 ﹤0.01%
196
360
$37 ﹤0.01%
400
361
$37 ﹤0.01%
318
362
$37 ﹤0.01%
113
363
$36 ﹤0.01%
460
364
$36 ﹤0.01%
695
+105
365
$36 ﹤0.01%
276
366
$36 ﹤0.01%
954
367
$35 ﹤0.01%
725
368
$34 ﹤0.01%
700
-100
369
$34 ﹤0.01%
300
370
$33 ﹤0.01%
200
+50
371
$33 ﹤0.01%
655
372
$32 ﹤0.01%
2,290
373
$32 ﹤0.01%
156
374
$32 ﹤0.01%
125
-18
375
$31 ﹤0.01%
100
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