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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$2.48M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$559K
5
BABA icon
Alibaba
BABA
+$495K

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17 ﹤0.01%
+194
377
$17 ﹤0.01%
+638
378
$16 ﹤0.01%
+160
379
$16 ﹤0.01%
+73
380
$16 ﹤0.01%
+500
381
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+113
382
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+600
383
$16 ﹤0.01%
+113
384
$16 ﹤0.01%
+500
385
$15 ﹤0.01%
+500
386
$15 ﹤0.01%
+324
387
$15 ﹤0.01%
+126
388
$15 ﹤0.01%
+728
389
$15 ﹤0.01%
+334
390
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+220
391
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+267
392
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393
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+715
394
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+400
395
$14 ﹤0.01%
+300
396
$14 ﹤0.01%
+99
397
$13 ﹤0.01%
+85
398
$13 ﹤0.01%
+596
399
$13 ﹤0.01%
+231
400
$13 ﹤0.01%
+142
14 15
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