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
501
$8 ﹤0.01%
+708
502
$8 ﹤0.01%
+150
503
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504
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505
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506
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507
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+100
508
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+332
509
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510
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+189
511
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512
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517
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519
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520
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521
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522
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523
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+152
524
$6 ﹤0.01%
+59
525
$6 ﹤0.01%
+215
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