WIM
Westside Investment Management Portfolio holdings
AUM $469M
AUM
$469M
AUM Growth
-$5.07M (-1%)
Cap. Flow
+$8.94M
Cap. Flow % of AUM
1.9%
Top 10 Holdings %Top 10 Hldgs %
26.31%
Holding
1,027
New
41
Increased
202
Reduced
150
Closed
49
Top Buys
| 1 | $1.89M | |
| 2 | $1.32M | |
| 3 | $1.23M | |
| 4 | $1.05M | |
| 5 | $699K |
Top Sells
| 1 | $1.94M | |
| 2 | $1.28M | |
| 3 | $1.06M | |
| 4 | $824K | |
| 5 | $766K |
Sector Composition
| 1 | Technology | 16.7% |
| 2 | Healthcare | 8.47% |
| 3 | Industrials | 6.17% |
| 4 | Communication Services | 5% |
| 5 | Consumer Discretionary | 3.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $31.3K | 0.01% | 100 -30 | -23% | -$9.4K | |||
| $31.2K | 0.01% | 259 | – | – | |||
| $31.2K | 0.01% | 565 +2 | +0.4% | +$110 | |||
| $31K | 0.01% | 92 | – | – | |||
| $30.8K | 0.01% | 301 | – | – | |||
| $30.8K | 0.01% | 500 -581 | -54% | -$35.8K | |||
| $29.9K | 0.01% | 585 -59 | -9% | -$3.02K | |||
| $29.9K | 0.01% | 9,800 +3,900 | +66% | +$11.9K | |||
| $29.8K | 0.01% | 267 | – | – | |||
| $29K | 0.01% | 620 +420 | +210% | +$19.6K | |||
| $28.4K | 0.01% | 831 +131 | +19% | +$4.48K | |||
| $28.4K | 0.01% | 1,754 | – | – | |||
| $28.3K | 0.01% | 258 +1 | +0.4% | +$110 | |||
| $28.1K | 0.01% | 560 | – | – | |||
| $28.1K | 0.01% | 175 | – | – | |||
| $28.1K | 0.01% | 58 | – | – | |||
| $28.1K | 0.01% | 1,500 | – | – | |||
| $27.8K | 0.01% | 279 | – | – | |||
| $27.8K | 0.01% | 300 -923 | -75% | -$85.5K | |||
| $27.6K | 0.01% | 209 | – | – | |||
| $27.6K | 0.01% | 238 | – | – | |||
| $27.4K | 0.01% | 350 +72 | +26% | +$5.64K | |||
| $27.4K | 0.01% | 295 | – | – | |||
| $27.4K | 0.01% | 350 +150 | +75% | +$11.7K | |||
| $27.3K | 0.01% | 350 -55 | -14% | -$4.29K |
