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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$26 ﹤0.01%
135
+17
402
$26 ﹤0.01%
1,460
-200
403
$26 ﹤0.01%
70
-64
404
$26 ﹤0.01%
46
405
$25 ﹤0.01%
600
406
$25 ﹤0.01%
385
+205
407
$25 ﹤0.01%
130
408
$25 ﹤0.01%
95
409
$24 ﹤0.01%
1,075
410
$24 ﹤0.01%
267
411
$24 ﹤0.01%
308
412
$24 ﹤0.01%
324
413
$24 ﹤0.01%
470
414
$23 ﹤0.01%
796
415
$23 ﹤0.01%
337
416
$23 ﹤0.01%
300
417
$23 ﹤0.01%
560
-75
418
$22 ﹤0.01%
206
419
$22 ﹤0.01%
155
-65
420
$22 ﹤0.01%
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421
$22 ﹤0.01%
374
422
$22 ﹤0.01%
100
423
$21 ﹤0.01%
101
424
$21 ﹤0.01%
400
425
$21 ﹤0.01%
51
15 16
17
18 19