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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$17 ﹤0.01%
600
452
$17 ﹤0.01%
142
+24
453
$17 ﹤0.01%
228
454
$17 ﹤0.01%
90
455
$17 ﹤0.01%
205
456
$17 ﹤0.01%
1,130
457
$17 ﹤0.01%
145
458
$16 ﹤0.01%
100
459
$16 ﹤0.01%
364
460
$16 ﹤0.01%
200
461
$16 ﹤0.01%
40
462
$16 ﹤0.01%
196
463
$16 ﹤0.01%
300
464
$16 ﹤0.01%
300
465
$16 ﹤0.01%
397
466
$15 ﹤0.01%
56
467
$15 ﹤0.01%
126
468
$15 ﹤0.01%
268
469
$15 ﹤0.01%
107
470
$15 ﹤0.01%
465
+300
471
$15 ﹤0.01%
440
472
$15 ﹤0.01%
580
-120
473
$15 ﹤0.01%
170
474
$14 ﹤0.01%
714
-72
475
$14 ﹤0.01%
+500
17 18
19
20 21