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
$45.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$2.88M
3
+$576K
4
AMZN icon
Amazon
AMZN
+$482K
5
GILD icon
Gilead Sciences
GILD
+$228K

Top Sells

No sells this quarter

Sector Composition

1 Technology 79.94%
2 Industrials 6.59%
3 Communication Services 2.37%
4 Consumer Discretionary 2.34%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9 ﹤0.01%
+296
477
$9 ﹤0.01%
+141
478
$9 ﹤0.01%
+500
479
$9 ﹤0.01%
+1,000
480
$9 ﹤0.01%
+107
481
$9 ﹤0.01%
+150
482
$9 ﹤0.01%
+510
483
$9 ﹤0.01%
+7
484
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+341
485
$9 ﹤0.01%
+7
486
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+361
487
$8 ﹤0.01%
+511
488
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489
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491
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492
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496
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497
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498
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+395
499
$8 ﹤0.01%
+484
500
$8 ﹤0.01%
+300
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