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
$45.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$2.88M
3
+$576K
4
AMZN icon
Amazon
AMZN
+$482K
5
GILD icon
Gilead Sciences
GILD
+$228K

Top Sells

No sells this quarter

Sector Composition

1 Technology 79.94%
2 Industrials 6.59%
3 Communication Services 2.37%
4 Consumer Discretionary 2.34%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11 ﹤0.01%
+268
452
$11 ﹤0.01%
+200
453
$11 ﹤0.01%
+127
454
$11 ﹤0.01%
+5,160
455
$11 ﹤0.01%
+214
456
$11 ﹤0.01%
+51
457
$11 ﹤0.01%
+515
458
$11 ﹤0.01%
+88
459
$11 ﹤0.01%
+33
460
$11 ﹤0.01%
+200
461
$11 ﹤0.01%
+94
462
$10 ﹤0.01%
+38
463
$10 ﹤0.01%
+52
464
$10 ﹤0.01%
+300
465
$10 ﹤0.01%
+730
466
$10 ﹤0.01%
+242
467
$10 ﹤0.01%
+270
468
$10 ﹤0.01%
+247
469
$10 ﹤0.01%
+275
470
$10 ﹤0.01%
+210
471
$10 ﹤0.01%
+201
472
$10 ﹤0.01%
+200
473
$10 ﹤0.01%
+860
474
$10 ﹤0.01%
+526
475
$9 ﹤0.01%
+585
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