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
$220M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$295K
3
+$155K
4
WMT icon
Walmart
WMT
+$145K
5
CVS icon
CVS Health
CVS
+$123K

Top Sells

1
+$175K
2
+$29.5K
3
+$27.2K
4
BLNK icon
Blink Charging
BLNK
+$17K
5
HA
Hawaiian Holdings, Inc.
HA
+$17K

Sector Composition

1 Technology 87.83%
2 Industrials 2.15%
3 Consumer Discretionary 1.39%
4 Communication Services 1.11%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$224K 0.1%
12,165
+7,875
27
$218K 0.1%
20,752
+1,149
28
$214K 0.1%
4,174
-100
29
$189K 0.09%
78,952
+2,630
30
$188K 0.09%
12,188
+3,300
31
$180K 0.08%
25,814
+7,246
32
$173K 0.08%
6,000
+600
33
$160K 0.07%
12,985
+6,050
34
$153K 0.07%
34,677
+42
35
$147K 0.07%
45,190
+853
36
$143K 0.07%
3,709
+1
37
$143K 0.07%
11,331
+24
38
$140K 0.06%
8,300
+4,600
39
$135K 0.06%
7,279
+700
40
$135K 0.06%
4,487
+552
41
$128K 0.06%
2,119
+500
42
$118K 0.05%
1,500
43
$117K 0.05%
950
44
$110K 0.05%
22,940
-3,134
45
$96.7K 0.04%
40,750
46
$96.4K 0.04%
6,404
47
$96.2K 0.04%
5,825
+2,897
48
$95.5K 0.04%
14,620
+2,920
49
$90.9K 0.04%
23,685
+2
50
$89.6K 0.04%
1,346
-56
1
2
3 4 5