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
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$358K
3
+$68.5K
4
BA icon
Boeing
BA
+$62.9K
5
BAC icon
Bank of America
BAC
+$38.9K

Top Sells

1
+$37.9M
2
+$1.9M
3
+$1.84M
4
COST icon
Costco
COST
+$903K
5
DIS icon
Walt Disney
DIS
+$846K

Sector Composition

1 Technology 88.1%
2 Industrials 2.77%
3 Consumer Discretionary 1.34%
4 Communication Services 1.12%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$20 ﹤0.01%
500
377
$20 ﹤0.01%
600
378
$20 ﹤0.01%
635
-75
379
$20 ﹤0.01%
+144
380
$20 ﹤0.01%
1,172
381
$19 ﹤0.01%
180
+80
382
$19 ﹤0.01%
200
-100
383
$19 ﹤0.01%
99
384
$19 ﹤0.01%
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385
$19 ﹤0.01%
113
386
$18 ﹤0.01%
85
387
$18 ﹤0.01%
160
388
$18 ﹤0.01%
324
389
$18 ﹤0.01%
1,605
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390
$18 ﹤0.01%
728
391
$18 ﹤0.01%
614
392
$18 ﹤0.01%
715
393
$17 ﹤0.01%
500
394
$17 ﹤0.01%
161
-250
395
$17 ﹤0.01%
+797
396
$17 ﹤0.01%
267
397
$17 ﹤0.01%
701
398
$16 ﹤0.01%
73
399
$16 ﹤0.01%
125
-550
400
$16 ﹤0.01%
600
-4,350
14 15
16
17 18