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
$43.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$85.8K
2
+$80.5K
3
+$66.2K
4
COIN icon
Coinbase
COIN
+$50.7K
5
PFE icon
Pfizer
PFE
+$38.3K

Top Sells

1
+$728K
2
+$253K
3
+$67K
4
CAT icon
Caterpillar
CAT
+$60.4K
5
AMZN icon
Amazon
AMZN
+$50.3K

Sector Composition

1 Technology 19.66%
2 Industrials 10.36%
3 Communication Services 8.49%
4 Consumer Discretionary 8.44%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$322K 0.75%
6,555
-50
27
$279K 0.65%
27,677
-2,674
28
$278K 0.65%
4,164
29
$262K 0.61%
46,900
-2,600
30
$251K 0.58%
2,598
31
$243K 0.56%
5,095
-342
32
$236K 0.55%
22,911
-199
33
$235K 0.54%
10,677
+24
34
$220K 0.51%
19,358
+156
35
$213K 0.49%
34,921
-311
36
$206K 0.48%
10,000
37
$187K 0.43%
4,069
+48
38
$178K 0.41%
55,110
+2,160
39
$174K 0.4%
5,156
+1
40
$173K 0.4%
4,100
41
$156K 0.36%
34,995
-4,000
42
$145K 0.34%
60,217
+13,788
43
$141K 0.33%
9,018
-897
44
$137K 0.32%
6,907
+1
45
$135K 0.31%
1,400
+20
46
$130K 0.3%
4,765
+330
47
$128K 0.3%
109,194
+9,395
48
$127K 0.3%
6,307
49
$126K 0.29%
11,217
+3,420
50
$120K 0.28%
13,185
+8,866
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2
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