WIM
Westside Investment Management Portfolio holdings
AUM $469M
AUM
$469M
AUM Growth
-$5.07M (-1%)
Cap. Flow
+$8.94M
Cap. Flow % of AUM
1.9%
Top 10 Holdings %Top 10 Hldgs %
26.31%
Holding
1,027
New
41
Increased
202
Reduced
150
Closed
49
Top Buys
| 1 | $1.89M | |
| 2 | $1.32M | |
| 3 | $1.23M | |
| 4 | $1.05M | |
| 5 | $699K |
Top Sells
| 1 | $1.94M | |
| 2 | $1.28M | |
| 3 | $1.06M | |
| 4 | $824K | |
| 5 | $766K |
Sector Composition
| 1 | Technology | 16.7% |
| 2 | Healthcare | 8.47% |
| 3 | Industrials | 6.17% |
| 4 | Communication Services | 5% |
| 5 | Consumer Discretionary | 3.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $22.8K | 0% | 256 | – | – | |||
| $22.6K | 0% | 1,000 | – | – | |||
| $22.6K | 0% | 110 -25 | -19% | -$5.14K | |||
| $22.6K | 0% | 421 | – | – | |||
| $22.4K | 0% | 990 | – | – | |||
| $22.4K | 0% | 216 -50 | -19% | -$5.18K | |||
| $22K | 0% | 994 +171 | +21% | +$3.78K | |||
| $21.7K | 0% | 455 -200 | -31% | -$9.53K | |||
| $21.6K | 0% | 160 | – | – | |||
| $21.5K | 0% | 300 | – | – | |||
| $21.5K | 0% | 200 | – | – | |||
| $21.5K | 0% | 1,000 | – | – | |||
| $21.3K | 0% | 400 | – | – | |||
| $21.2K | 0% | 62 | – | – | |||
| $21K | 0% | 1,000 +50 | +5% | +$1.05K | |||
| $21K | 0% | 100 | – | – | |||
| $20.8K | 0% | 279 | – | – | |||
| $20.7K | 0% | 265 | – | – | |||
| $20.6K | 0% | 493 | – | – | |||
| $20.6K | 0% | 76 | – | – | |||
| $20.6K | 0% | 300 | – | – | |||
| $20.4K | 0% | 122 | – | – | |||
| $20.3K | 0% | 355 | – | – | |||
| $20.3K | 0% | 80 | – | – | |||
| $20K | 0% | 395 | – | – |
