WIM
Westside Investment Management Portfolio holdings
AUM $469M
AUM
$469M
AUM Growth
-$5.07M (-1%)
Cap. Flow
+$8.94M
Cap. Flow % of AUM
1.9%
Top 10 Holdings %Top 10 Hldgs %
26.31%
Holding
1,027
New
41
Increased
202
Reduced
150
Closed
49
Top Buys
| 1 | $1.89M | |
| 2 | $1.32M | |
| 3 | $1.23M | |
| 4 | $1.05M | |
| 5 | $699K |
Top Sells
| 1 | $1.94M | |
| 2 | $1.28M | |
| 3 | $1.06M | |
| 4 | $824K | |
| 5 | $766K |
Sector Composition
| 1 | Technology | 16.7% |
| 2 | Healthcare | 8.47% |
| 3 | Industrials | 6.17% |
| 4 | Communication Services | 5% |
| 5 | Consumer Discretionary | 3.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $37.3K | 0.01% | 907 | – | – | |||
| $37K | 0.01% | 1,800 | – | – | |||
| $36.9K | 0.01% | 900 | – | – | |||
| $36.8K | 0.01% | 143 | – | – | |||
| $36.6K | 0.01% | 3,500 | – | – | |||
| $36.3K | 0.01% | 660 | – | – | |||
| $36K | 0.01% | 300 | – | – | |||
| $35.7K | 0.01% | 650 +76 | +13% | +$4.17K | |||
| $35.5K | 0.01% | 1,667 | – | – | |||
| $35.5K | 0.01% | 143 | – | – | |||
| $35K | 0.01% | 562 | – | – | |||
| $34.9K | 0.01% | 800 | – | – | |||
| $34.4K | 0.01% | 356 | – | – | |||
| $34K | 0.01% | 36 | – | – | |||
| $33.8K | 0.01% | 1,334 | – | – | |||
| $33.8K | 0.01% | 400 -403 | -50% | -$34.1K | |||
| $33.7K | 0.01% | 1,667 | – | – | |||
| $33.3K | 0.01% | 416 -29 | -7% | -$2.32K | |||
| $32.7K | 0.01% | 185 | – | – | |||
| $32.3K | 0.01% | 500 -200 | -29% | -$12.9K | |||
| $32.1K | 0.01% | 900 | New | +$32.1K | |||
| $32K | 0.01% | 210 | – | – | |||
| $31.9K | 0.01% | 121 | – | – | |||
| $31.7K | 0.01% | 50 | – | – | |||
| $31.4K | 0.01% | 310 | – | – |
