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
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$402K
3
+$328K
4
BAC icon
Bank of America
BAC
+$169K
5
NVDA icon
NVIDIA
NVDA
+$154K

Top Sells

1
+$191K
2
+$62.8K
3
+$50.8K
4
BABA icon
Alibaba
BABA
+$40.8K
5
LVS icon
Las Vegas Sands
LVS
+$37.2K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31 ﹤0.01%
827
402
$31 ﹤0.01%
492
403
$31 ﹤0.01%
414
404
$30 ﹤0.01%
318
405
$30 ﹤0.01%
222
406
$30 ﹤0.01%
300
407
$30 ﹤0.01%
350
408
$30 ﹤0.01%
1,000
409
$29 ﹤0.01%
1,000
410
$29 ﹤0.01%
1,150
-134
411
$29 ﹤0.01%
1,075
412
$29 ﹤0.01%
400
-100
413
$28 ﹤0.01%
322
414
$28 ﹤0.01%
1,000
415
$28 ﹤0.01%
135
416
$28 ﹤0.01%
900
417
$28 ﹤0.01%
1,510
418
$28 ﹤0.01%
256
419
$28 ﹤0.01%
276
420
$28 ﹤0.01%
2,150
421
$27 ﹤0.01%
106
422
$27 ﹤0.01%
638
423
$27 ﹤0.01%
700
424
$27 ﹤0.01%
350
+175
425
$26 ﹤0.01%
425
15 16
17
18 19