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
$43.4M
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
26
$309K 0.71%
7,740
+1,185
27
$285K 0.66%
53,905
+11,300
28
$266K 0.61%
5,255
+160
29
$261K 0.6%
54,600
+7,700
30
$252K 0.58%
22,581
-330
31
$250K 0.58%
3,614
-550
32
$249K 0.57%
2,497
-101
33
$239K 0.55%
1,710
+210
34
$238K 0.55%
10,731
+54
35
$227K 0.52%
36,051
+1,130
36
$219K 0.5%
19,370
+12
37
$206K 0.47%
10,000
38
$190K 0.44%
20,914
-6,763
39
$183K 0.42%
4,094
+25
40
$175K 0.4%
5,266
+110
41
$171K 0.39%
55,272
+162
42
$159K 0.37%
11,719
+502
43
$157K 0.36%
65,487
+5,270
44
$157K 0.36%
13,125
+12,725
45
$153K 0.35%
6,907
46
$152K 0.35%
1,434
+34
47
$149K 0.34%
30,495
-4,500
48
$139K 0.32%
8,868
-150
49
$136K 0.31%
18,970
-674
50
$131K 0.3%
6,358
+51
1
2
3 4 5