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
426
$26 ﹤0.01%
130
427
$26 ﹤0.01%
456
+103
428
$26 ﹤0.01%
718
429
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390
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256
431
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575
+75
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430
433
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102
434
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563
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+1,500
436
$25 ﹤0.01%
779
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$25 ﹤0.01%
655
438
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439
$25 ﹤0.01%
675
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$24 ﹤0.01%
500
441
$24 ﹤0.01%
625
442
$24 ﹤0.01%
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$24 ﹤0.01%
2,650
444
$24 ﹤0.01%
200
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310
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446
$23 ﹤0.01%
399
447
$23 ﹤0.01%
500
448
$23 ﹤0.01%
175
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449
$23 ﹤0.01%
+613
450
$23 ﹤0.01%
509