WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+10.08%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$36.5M
AUM Growth
-$183M
(-83%)
Cap. Flow
-$74.7M
Cap. Flow
% of AUM
-204.68%
Top 10 Holdings %
Top 10 Hldgs %
50.06%
Holding
703
New
27
Increased
134
Reduced
123
Closed
30
Top Buys
| 1 |
Gilead Sciences
GILD
|
+$190K |
| 2 |
Micron Technology
MU
|
+$77.7K |
| 3 |
AT&T
T
|
+$66.1K |
| 4 |
Welltower
WELL
|
+$64.6K |
| 5 |
RTX Corp
RTX
|
+$52.2K |
Top Sells
| 1 |
Apple
AAPL
|
+$74.4M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$1.03M |
| 3 |
Annaly Capital Management
NLY
|
+$130K |
| 4 |
CHL
China Mobile Limited
CHL
|
+$108K |
| 5 |
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% |
