WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$77.7K
3
+$66.1K
4
WELL icon
Welltower
WELL
+$64.6K
5
RTX icon
RTX Corp
RTX
+$52.2K

Top Sells

1
+$74.4M
2
+$1.03M
3
+$130K
4
CHL
China Mobile Limited
CHL
+$108K
5
QCOM icon
Qualcomm
QCOM
+$96.5K

Sector Composition

1 Technology 21.5%
2 Industrials 12.96%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$268K 0.73%
34,264
+8,450
27
$258K 0.71%
6,301
-1,486
28
$241K 0.66%
4,164
-10
29
$231K 0.63%
11,865
-300
30
$229K 0.63%
5,097
+610
31
$225K 0.62%
19,902
-850
32
$224K 0.61%
6,000
33
$182K 0.5%
34,274
-403
34
$167K 0.46%
12,085
-900
35
$164K 0.45%
7,600
-700
36
$157K 0.43%
4,140
+431
37
$156K 0.43%
7,279
38
$154K 0.42%
11,384
+53
39
$147K 0.4%
45,941
+751
40
$139K 0.38%
2,109
-10
41
$124K 0.34%
7,325
+1,500
42
$123K 0.34%
1,500
43
$115K 0.31%
7,606
44
$114K 0.31%
44,655
+850
45
$113K 0.31%
81,459
+2,507
46
$109K 0.3%
1,347
+1
47
$109K 0.3%
6,366
-38
48
$106K 0.29%
8,000
-4,000
49
$102K 0.28%
14,470
-150
50
$100K 0.27%
43,840
+8,940
1
2
3 4 5