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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$900K
4
W icon
Wayfair
W
+$693K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$642K

Top Sells

1
+$452K
2
+$209K
3
+$201K
4
QCOM icon
Qualcomm
QCOM
+$166K
5
GE icon
GE Aerospace
GE
+$146K

Sector Composition

1 Technology 12.77%
2 Industrials 10.67%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$13.3K 0.01%
1,135
502
$13.3K 0.01%
600
503
$13.2K 0.01%
130
504
$13.1K 0.01%
145
-15
505
$13.1K 0.01%
273
506
$13.1K 0.01%
326
+150
507
$13.1K 0.01%
148
+30
508
$13.1K 0.01%
216
509
$13K 0.01%
418
+43
510
$12.9K 0.01%
350
511
$12.8K 0.01%
+172
512
$12.7K 0.01%
+524
513
$12.7K 0.01%
155
514
$12.6K 0.01%
100
515
$12.6K 0.01%
200
516
$12.5K 0.01%
200
+100
517
$12.5K 0.01%
298
-57
518
$12.5K 0.01%
666
+260
519
$12.4K 0.01%
113
520
$12.4K 0.01%
125
521
$12.3K 0.01%
376
+234
522
$12.3K 0.01%
+519
523
$12.2K 0.01%
1,000
524
$12.2K 0.01%
75
-8
525
$12.1K 0.01%
200
19 20
21
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