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
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$402K
3
+$328K
4
BAC icon
Bank of America
BAC
+$169K
5
NVDA icon
NVIDIA
NVDA
+$154K

Top Sells

1
+$191K
2
+$62.8K
3
+$50.8K
4
BABA icon
Alibaba
BABA
+$40.8K
5
LVS icon
Las Vegas Sands
LVS
+$37.2K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$56 ﹤0.01%
715
352
$56 ﹤0.01%
290
353
$55 ﹤0.01%
1,002
354
$54 ﹤0.01%
400
355
$51 ﹤0.01%
1,811
356
$51 ﹤0.01%
1,010
+5
357
$51 ﹤0.01%
334
+141
358
$50 ﹤0.01%
1,109
359
$49 ﹤0.01%
1,432
360
$49 ﹤0.01%
1,018
361
$48 ﹤0.01%
520
362
$47 ﹤0.01%
219
363
$46 ﹤0.01%
252
364
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1,070
365
$45 ﹤0.01%
639
366
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421
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367
$44 ﹤0.01%
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368
$44 ﹤0.01%
297
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369
$44 ﹤0.01%
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-5,000
370
$43 ﹤0.01%
662
371
$42 ﹤0.01%
2,825
372
$42 ﹤0.01%
266
373
$41 ﹤0.01%
630
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374
$41 ﹤0.01%
203
375
$41 ﹤0.01%
929
13 14
15
16 17