WIM
Westside Investment Management Portfolio holdings
AUM $469M
AUM
$469M
AUM Growth
-$5.07M (-1%)
Cap. Flow
+$8.94M
Cap. Flow % of AUM
1.9%
Top 10 Holdings %Top 10 Hldgs %
26.31%
Holding
1,027
New
41
Increased
202
Reduced
150
Closed
49
Top Buys
| 1 | $1.89M | |
| 2 | $1.32M | |
| 3 | $1.23M | |
| 4 | $1.05M | |
| 5 | $699K |
Top Sells
| 1 | $1.94M | |
| 2 | $1.28M | |
| 3 | $1.06M | |
| 4 | $824K | |
| 5 | $766K |
Sector Composition
| 1 | Technology | 16.7% |
| 2 | Healthcare | 8.47% |
| 3 | Industrials | 6.17% |
| 4 | Communication Services | 5% |
| 5 | Consumer Discretionary | 3.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $42.6K | 0.01% | 834 | – | – | |||
| $42.2K | 0.01% | 554 | – | – | |||
| $42K | 0.01% | 3,550 +250 | +8% | +$2.96K | |||
| $41.4K | 0.01% | 1,164 | – | – | |||
| $41.3K | 0.01% | 27,000 | New | +$41.3K | |||
| $41.1K | 0.01% | 1,469 +1,430 | +3,667% | +$40K | |||
| $41K | 0.01% | 2,895 | – | – | |||
| $40.6K | 0.01% | 700 | – | – | |||
| $40.4K | 0.01% | 230 | – | – | |||
| $40.3K | 0.01% | 110 +27 | +33% | +$9.9K | |||
| $40.3K | 0.01% | 300 | – | – | |||
| $40.2K | 0.01% | 152 | – | – | |||
| $40.2K | 0.01% | 73 | New | +$40.2K | |||
| $39.9K | 0.01% | 172 -74 | -30% | -$17.2K | |||
| $39.8K | 0.01% | 900 | New | +$39.8K | |||
| $39.7K | 0.01% | 767 -18 | -2% | -$932 | |||
| $39.1K | 0.01% | 650 +320 | +97% | +$19.3K | |||
| $39K | 0.01% | 640 +50 | +8% | +$3.05K | |||
| $39K | 0.01% | 1,300 | – | – | |||
| $38.9K | 0.01% | 1,834 | – | – | |||
| $38.3K | 0.01% | 2,000 | – | – | |||
| $38.1K | 0.01% | 167 | – | – | |||
| $37.6K | 0.01% | 848 | – | – | |||
| $37.3K | 0.01% | 1,867 | – | – | |||
| $37.3K | 0.01% | 638 | – | – |
