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
$220M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$295K
3
+$155K
4
WMT icon
Walmart
WMT
+$145K
5
CVS icon
CVS Health
CVS
+$123K

Top Sells

1
+$175K
2
+$29.5K
3
+$27.2K
4
BLNK icon
Blink Charging
BLNK
+$17K
5
HA
Hawaiian Holdings, Inc.
HA
+$17K

Sector Composition

1 Technology 87.83%
2 Industrials 2.15%
3 Consumer Discretionary 1.39%
4 Communication Services 1.11%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22 ﹤0.01%
324
377
$22 ﹤0.01%
500
378
$22 ﹤0.01%
1,680
379
$22 ﹤0.01%
1,075
380
$22 ﹤0.01%
144
381
$21 ﹤0.01%
900
382
$21 ﹤0.01%
400
383
$21 ﹤0.01%
590
384
$21 ﹤0.01%
113
385
$21 ﹤0.01%
113
386
$21 ﹤0.01%
1,510
387
$21 ﹤0.01%
99
388
$21 ﹤0.01%
490
+4
389
$20 ﹤0.01%
160
390
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718
391
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200
392
$20 ﹤0.01%
635
393
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724
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394
$19 ﹤0.01%
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395
$19 ﹤0.01%
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396
$19 ﹤0.01%
103
397
$19 ﹤0.01%
500
398
$19 ﹤0.01%
614
399
$19 ﹤0.01%
150
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400
$19 ﹤0.01%
300
14 15
16
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