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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$77.7K
3
+$66.1K
4
WELL icon
Welltower
WELL
+$64.6K
5
RTX icon
RTX Corp
RTX
+$52.2K

Top Sells

1
+$74.4M
2
+$1.03M
3
+$130K
4
CHL
China Mobile Limited
CHL
+$108K
5
QCOM icon
Qualcomm
QCOM
+$96.5K

Sector Composition

1 Technology 21.5%
2 Industrials 12.96%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19 ﹤0.01%
95
402
$18 ﹤0.01%
205
403
$18 ﹤0.01%
322
404
$18 ﹤0.01%
161
405
$18 ﹤0.01%
83
-20
406
$18 ﹤0.01%
+700
407
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240
-7
408
$18 ﹤0.01%
1,110
409
$17 ﹤0.01%
126
410
$17 ﹤0.01%
598
411
$17 ﹤0.01%
270
412
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413
$16 ﹤0.01%
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$16 ﹤0.01%
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417
$16 ﹤0.01%
95
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$16 ﹤0.01%
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$16 ﹤0.01%
51
421
$16 ﹤0.01%
397
422
$15 ﹤0.01%
69
+17
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$15 ﹤0.01%
503
424
$15 ﹤0.01%
175
425
$15 ﹤0.01%
228
15 16
17
18 19