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
426
$31.5K 0.01%
1,150
427
$31.1K 0.01%
135
-35
428
$31.1K 0.01%
301
429
$31.1K 0.01%
267
430
$31.1K 0.01%
1,754
431
$31K 0.01%
209
-20
432
$31K 0.01%
990
433
$30.9K 0.01%
335
434
$30.9K 0.01%
58
435
$30.7K 0.01%
257
+1
436
$30.7K 0.01%
278
+178
437
$30.5K 0.01%
295
+50
438
$30.1K 0.01%
414
439
$29.9K 0.01%
563
+3
440
$29.8K 0.01%
310
441
$29.1K 0.01%
2,100
442
$29K 0.01%
175
443
$28.7K 0.01%
116
444
$28.6K 0.01%
405
445
$28.1K 0.01%
150
446
$28.1K 0.01%
1,500
447
$27.8K 0.01%
279
448
$27.7K 0.01%
266
449
$27.3K 0.01%
400
450
$27.2K 0.01%
238