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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$77.7K
3
+$66.1K
4
WELL icon
Welltower
WELL
+$64.6K
5
RTX icon
RTX Corp
RTX
+$52.2K

Top Sells

1
+$74.4M
2
+$1.03M
3
+$130K
4
CHL
China Mobile Limited
CHL
+$108K
5
QCOM icon
Qualcomm
QCOM
+$96.5K

Sector Composition

1 Technology 21.5%
2 Industrials 12.96%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9 ﹤0.01%
300
477
$9 ﹤0.01%
300
478
$9 ﹤0.01%
13,047
-175
479
$8 ﹤0.01%
+200
480
$8 ﹤0.01%
+300
481
$8 ﹤0.01%
86
482
$8 ﹤0.01%
233
483
$8 ﹤0.01%
100
-100
484
$8 ﹤0.01%
23
+12
485
$8 ﹤0.01%
410
+227
486
$8 ﹤0.01%
201
-500
487
$7 ﹤0.01%
205
488
$7 ﹤0.01%
50
-110
489
$7 ﹤0.01%
366
490
$7 ﹤0.01%
1,020
491
$7 ﹤0.01%
152
492
$7 ﹤0.01%
100
493
$7 ﹤0.01%
75
494
$7 ﹤0.01%
+150
495
$7 ﹤0.01%
163
+1
496
$7 ﹤0.01%
81
+1
497
$7 ﹤0.01%
3,210
+2,000
498
$7 ﹤0.01%
240
499
$7 ﹤0.01%
480
500
$7 ﹤0.01%
200
18 19
20
21 22