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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$900K
4
W icon
Wayfair
W
+$693K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$642K

Top Sells

1
+$452K
2
+$209K
3
+$201K
4
QCOM icon
Qualcomm
QCOM
+$166K
5
GE icon
GE Aerospace
GE
+$146K

Sector Composition

1 Technology 12.77%
2 Industrials 10.67%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$16.9K 0.01%
152
-16
452
$16.9K 0.01%
100
453
$16.5K 0.01%
600
+350
454
$16.5K 0.01%
+294
455
$16.2K 0.01%
3,980
+580
456
$16K 0.01%
499
-155
457
$15.9K 0.01%
218
-12
458
$15.9K 0.01%
250
459
$15.9K 0.01%
220
460
$15.9K 0.01%
100
461
$15.9K 0.01%
1,109
+108
462
$15.8K 0.01%
600
463
$15.8K 0.01%
256
464
$15.8K 0.01%
450
465
$15.7K 0.01%
138
466
$15.7K 0.01%
2,000
467
$15.7K 0.01%
73
468
$15.7K 0.01%
256
469
$15.4K 0.01%
75
470
$15.3K 0.01%
63
-23
471
$15.3K 0.01%
136
+100
472
$15.2K 0.01%
528
-55
473
$15.2K 0.01%
300
474
$15.1K 0.01%
295
475
$15.1K 0.01%
740
17 18
19
20 21