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
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$358K
3
+$68.5K
4
BA icon
Boeing
BA
+$62.9K
5
BAC icon
Bank of America
BAC
+$38.9K

Top Sells

1
+$37.9M
2
+$1.9M
3
+$1.84M
4
COST icon
Costco
COST
+$903K
5
DIS icon
Walt Disney
DIS
+$846K

Sector Composition

1 Technology 88.1%
2 Industrials 2.77%
3 Consumer Discretionary 1.34%
4 Communication Services 1.12%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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300
452
$11 ﹤0.01%
400
453
$11 ﹤0.01%
45
-20
454
$10 ﹤0.01%
68
455
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268
456
$10 ﹤0.01%
208
457
$10 ﹤0.01%
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458
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295
-3,295
459
$10 ﹤0.01%
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460
$10 ﹤0.01%
154
461
$9 ﹤0.01%
204
462
$9 ﹤0.01%
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$9 ﹤0.01%
600
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$9 ﹤0.01%
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900
466
$9 ﹤0.01%
10,000
467
$8 ﹤0.01%
366
468
$8 ﹤0.01%
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469
$8 ﹤0.01%
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470
$8 ﹤0.01%
100
471
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472
$8 ﹤0.01%
27
473
$8 ﹤0.01%
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474
$8 ﹤0.01%
107
475
$8 ﹤0.01%
484
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19
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