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 | |
|---|---|---|---|---|---|---|---|
| $27K | 0.01% | 150 | – | – | |||
| $26.9K | 0.01% | 335 | – | – | |||
| $26.7K | 0.01% | 460 | – | – | |||
| $26.5K | 0.01% | 300 | – | – | |||
| $26.4K | 0.01% | 116 | – | – | |||
| $26.3K | 0.01% | 200 | – | – | |||
| $26.2K | 0.01% | 464 | – | – | |||
| $25.8K | 0.01% | 300 | – | – | |||
| $25.8K | 0.01% | 330 | – | – | |||
| $25.7K | 0.01% | 350 | – | – | |||
| $25.6K | 0.01% | 154 | – | – | |||
| $25.5K | 0.01% | 165 | – | – | |||
| $25.1K | 0.01% | 341 | New | +$25.1K | |||
| $25K | 0.01% | 2,100 | – | – | |||
| $24.8K | 0.01% | 324 | – | – | |||
| $24.4K | 0.01% | 400 | – | – | |||
| $24.2K | 0.01% | 335 -1,000 | -75% | -$72.2K | |||
| $24.1K | 0.01% | 44 | – | – | |||
| $24K | 0.01% | 288 | – | – | |||
| $23.9K | 0.01% | 300 | – | – | |||
| $23.9K | 0.01% | 205 | – | – | |||
| $23.7K | 0.01% | 779 | – | – | |||
| $23.3K | 0.01% | 600 | – | – | |||
| $23.1K | 0% | 700 | – | – | |||
| $23.1K | 0% | 246 | New | +$23.1K |
