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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$77.7K
3
+$66.1K
4
WELL icon
Welltower
WELL
+$64.6K
5
RTX icon
RTX Corp
RTX
+$52.2K

Top Sells

1
+$74.4M
2
+$1.03M
3
+$130K
4
CHL
China Mobile Limited
CHL
+$108K
5
QCOM icon
Qualcomm
QCOM
+$96.5K

Sector Composition

1 Technology 21.5%
2 Industrials 12.96%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23 ﹤0.01%
200
377
$23 ﹤0.01%
635
378
$23 ﹤0.01%
120
+70
379
$23 ﹤0.01%
51
+20
380
$23 ﹤0.01%
724
381
$22 ﹤0.01%
85
382
$22 ﹤0.01%
625
383
$22 ﹤0.01%
796
384
$22 ﹤0.01%
900
385
$22 ﹤0.01%
400
386
$22 ﹤0.01%
1,680
387
$22 ﹤0.01%
396
-94
388
$21 ﹤0.01%
86
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389
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101
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390
$21 ﹤0.01%
614
391
$21 ﹤0.01%
1,075
392
$21 ﹤0.01%
267
393
$21 ﹤0.01%
180
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394
$20 ﹤0.01%
500
395
$20 ﹤0.01%
450
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396
$20 ﹤0.01%
256
397
$20 ﹤0.01%
1,130
398
$20 ﹤0.01%
300
399
$19 ﹤0.01%
102
400
$19 ﹤0.01%
130
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