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
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$402K
3
+$328K
4
BAC icon
Bank of America
BAC
+$169K
5
NVDA icon
NVIDIA
NVDA
+$154K

Top Sells

1
+$191K
2
+$62.8K
3
+$50.8K
4
BABA icon
Alibaba
BABA
+$40.8K
5
LVS icon
Las Vegas Sands
LVS
+$37.2K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$321K 0.77%
5,714
+700
27
$303K 0.72%
16,729
+591
28
$285K 0.68%
43,600
+3,400
29
$283K 0.68%
9,860
+700
30
$281K 0.67%
4,080
+1,450
31
$263K 0.63%
13,167
+4,050
32
$254K 0.61%
2,000
+50
33
$246K 0.59%
42,510
+11,200
34
$241K 0.58%
2,586
+89
35
$240K 0.57%
24,687
-4,190
36
$236K 0.56%
5,320
+1,800
37
$234K 0.56%
18,519
-130
38
$225K 0.54%
25,210
+17,240
39
$221K 0.53%
126,094
-10,820
40
$199K 0.48%
62,480
-2,780
41
$186K 0.44%
4,235
42
$185K 0.44%
11,051
+39
43
$171K 0.41%
36,321
+50
44
$166K 0.4%
12,640
+580
45
$162K 0.39%
11,455
+172
46
$159K 0.38%
14,482
+4,351
47
$158K 0.38%
8,131
+172
48
$158K 0.38%
1,970
+450
49
$153K 0.37%
5,200
+4,300
50
$152K 0.36%
26,950
+22,950
1
2
3 4 5