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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$31 ﹤0.01%
515
377
$31 ﹤0.01%
1,450
+1,250
378
$31 ﹤0.01%
425
379
$31 ﹤0.01%
796
380
$31 ﹤0.01%
+1,000
381
$30 ﹤0.01%
450
382
$30 ﹤0.01%
1,114
383
$29 ﹤0.01%
544
+1
384
$29 ﹤0.01%
130
385
$29 ﹤0.01%
500
386
$29 ﹤0.01%
1,510
387
$28 ﹤0.01%
779
388
$28 ﹤0.01%
638
389
$28 ﹤0.01%
256
390
$28 ﹤0.01%
404
+55
391
$28 ﹤0.01%
144
392
$28 ﹤0.01%
253
393
$27 ﹤0.01%
85
394
$27 ﹤0.01%
138
+20
395
$27 ﹤0.01%
625
396
$27 ﹤0.01%
900
397
$27 ﹤0.01%
348
398
$27 ﹤0.01%
183
399
$27 ﹤0.01%
99
400
$26 ﹤0.01%
102
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