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
26
$189K 0.11%
76,322
+900
27
$188K 0.11%
26,074
-40,779
28
$175K 0.1%
8,888
+600
29
$167K 0.1%
4,274
-2,771
30
$159K 0.09%
18,568
-2,513
31
$150K 0.09%
6,078
+2,543
32
$147K 0.09%
44,337
+693
33
$142K 0.08%
11,307
+1,951
34
$140K 0.08%
34,635
-3,999
35
$135K 0.08%
3,708
+1
36
$128K 0.08%
5,400
-300
37
$121K 0.07%
6,579
-200
38
$119K 0.07%
16,760
+9,685
39
$118K 0.07%
11,700
-1,000
40
$117K 0.07%
1,500
41
$114K 0.07%
950
42
$104K 0.06%
10,500
+400
43
$88.9K 0.05%
3,800
44
$88.3K 0.05%
40,750
+500
45
$86.4K 0.05%
6,404
46
$84.1K 0.05%
23,683
-1,509
47
$76K 0.04%
1,402
+1
48
$68.5K 0.04%
12,297
-613
49
$63.4K 0.04%
41,805
-300
50
$61.8K 0.04%
7,800
+800
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