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 | |
|---|---|---|---|---|---|---|---|
| $19.8K | 0% | 1,301 | – | – | |||
| $19.7K | 0% | 300 | – | – | |||
| $19.5K | 0% | 278 +1 | +0.4% | +$70 | |||
| $19.4K | 0% | 88 | – | – | |||
| $19.3K | 0% | 505 | – | – | |||
| $19.2K | 0% | 241 | – | – | |||
| $19.1K | 0% | 92 | – | – | |||
| $19K | 0% | 700 | – | – | |||
| $18.9K | 0% | 228 | – | – | |||
| $18.9K | 0% | 509 | – | – | |||
| $18.9K | 0% | 199 | – | – | |||
| $18.8K | 0% | 150 | – | – | |||
| $18.7K | 0% | 1,500 +500 | +50% | +$6.24K | |||
| $18.6K | 0% | 600 | – | – | |||
| $18.6K | 0% | 306 +3 | +1% | +$182 | |||
| $18.6K | 0% | 1,552 +4 | +0.3% | +$48 | |||
| $18.5K | 0% | 92 | – | – | |||
| $18.4K | 0% | 142 +117 | +468% | +$15.2K | |||
| $18.4K | 0% | 227 | – | – | |||
| $18.3K | 0% | 640 | – | – | |||
| $18.1K | 0% | 431 +116 | +37% | +$4.88K | |||
| $18.1K | 0% | 1,865 | – | – | |||
| $18.1K | 0% | 97 +88 | +978% | +$16.4K | |||
| $18K | 0% | 239 | – | – | |||
| $17.9K | 0% | 260 | – | – |
