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
$220M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$295K
3
+$155K
4
WMT icon
Walmart
WMT
+$145K
5
CVS icon
CVS Health
CVS
+$123K

Top Sells

1
+$175K
2
+$29.5K
3
+$27.2K
4
BLNK icon
Blink Charging
BLNK
+$17K
5
HA
Hawaiian Holdings, Inc.
HA
+$17K

Sector Composition

1 Technology 87.83%
2 Industrials 2.15%
3 Consumer Discretionary 1.39%
4 Communication Services 1.11%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$18 ﹤0.01%
161
402
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600
403
$18 ﹤0.01%
126
404
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405
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406
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500
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-20
408
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+1
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413
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+1
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$15 ﹤0.01%
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1,610
+5
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$15 ﹤0.01%
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$15 ﹤0.01%
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422
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$15 ﹤0.01%
525
425
$14 ﹤0.01%
503
+1
15 16
17
18 19