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
$475M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Sells

1 +$1.13M
2 +$1.12M
3 +$1.04M
4
AAPL icon
Apple
AAPL
+$807K
5
CVS icon
CVS Health
CVS
+$693K

Sector Composition

1 Technology 18.13%
2 Healthcare 8.04%
3 Industrials 6.09%
4 Communication Services 5.46%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$37.2K 0.01%
655
-100
402
$37.1K 0.01%
460
403
$36.9K 0.01%
36
404
$36.6K 0.01%
152
405
$36.6K 0.01%
210
406
$36.3K 0.01%
143
-36
407
$36.2K 0.01%
1,800
408
$36.1K 0.01%
83
409
$36K 0.01%
185
410
$36K 0.01%
848
+130
411
$35.6K 0.01%
50
412
$35.3K 0.01%
121
413
$35.2K 0.01%
644
414
$35.1K 0.01%
445
415
$35K 0.01%
300
416
$34.6K 0.01%
900
417
$34.5K 0.01%
356
418
$34.4K 0.01%
590
+1
419
$34.1K 0.01%
+1,334
420
$33.6K 0.01%
259
421
$33.5K 0.01%
638
422
$33.3K 0.01%
297
423
$33.2K 0.01%
+1,667
424
$33K 0.01%
421
425
$31.7K 0.01%
92