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
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$358K
3
+$68.5K
4
BA icon
Boeing
BA
+$62.9K
5
BAC icon
Bank of America
BAC
+$38.9K

Top Sells

1
+$37.9M
2
+$1.9M
3
+$1.84M
4
COST icon
Costco
COST
+$903K
5
DIS icon
Walt Disney
DIS
+$846K

Sector Composition

1 Technology 88.1%
2 Industrials 2.77%
3 Consumer Discretionary 1.34%
4 Communication Services 1.12%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16 ﹤0.01%
51
402
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400
403
$16 ﹤0.01%
130
404
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149
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405
$16 ﹤0.01%
73
406
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125
-550
407
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600
-4,350
408
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1,250
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416
$15 ﹤0.01%
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$14 ﹤0.01%
94
422
$13 ﹤0.01%
+397
423
$13 ﹤0.01%
502
424
$13 ﹤0.01%
52
425
$13 ﹤0.01%
322
15 16
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