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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$900K
4
W icon
Wayfair
W
+$693K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$642K

Top Sells

1
+$452K
2
+$209K
3
+$201K
4
QCOM icon
Qualcomm
QCOM
+$166K
5
GE icon
GE Aerospace
GE
+$146K

Sector Composition

1 Technology 12.77%
2 Industrials 10.67%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$21.1K 0.01%
649
-722
402
$21K 0.01%
+400
403
$20.9K 0.01%
600
404
$20.8K 0.01%
+400
405
$20.7K 0.01%
465
406
$20.4K 0.01%
600
407
$20.2K 0.01%
500
408
$19.9K 0.01%
+250
409
$19.7K 0.01%
243
-23
410
$19.6K 0.01%
83
411
$19.4K 0.01%
101
412
$19.4K 0.01%
267
413
$19.4K 0.01%
1,200
-2,100
414
$19.2K 0.01%
83
-9
415
$19K 0.01%
900
-500
416
$18.8K 0.01%
165
+40
417
$18.8K 0.01%
232
-24
418
$18.8K 0.01%
109
-11
419
$18.7K 0.01%
725
420
$18.6K 0.01%
211
+1
421
$18.6K 0.01%
450
422
$18.5K 0.01%
418
423
$18.4K 0.01%
500
424
$18.4K 0.01%
675
425
$18.4K 0.01%
300
15 16
17
18 19