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
$475M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Sells

1 +$1.13M
2 +$1.12M
3 +$1.04M
4
AAPL icon
Apple
AAPL
+$807K
5
CVS icon
CVS Health
CVS
+$693K

Sector Composition

1 Technology 18.13%
2 Healthcare 8.04%
3 Industrials 6.09%
4 Communication Services 5.46%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$19.9K ﹤0.01%
300
502
$19.8K ﹤0.01%
256
503
$19.6K ﹤0.01%
950
504
$19.5K ﹤0.01%
92
505
$19.5K ﹤0.01%
279
506
$19.5K ﹤0.01%
241
507
$19.4K ﹤0.01%
260
508
$19.3K ﹤0.01%
330
509
$19.2K ﹤0.01%
578
+1
510
$19.1K ﹤0.01%
823
+343
511
$19K ﹤0.01%
1,301
+1,000
512
$18.9K ﹤0.01%
1,300
513
$18.9K ﹤0.01%
493
514
$18.7K ﹤0.01%
80
515
$18.7K ﹤0.01%
36
516
$18.7K ﹤0.01%
100
517
$18.6K ﹤0.01%
3,000
-500
518
$18.4K ﹤0.01%
1,902
-1,092
519
$18.3K ﹤0.01%
239
520
$18.2K ﹤0.01%
224
521
$17.9K ﹤0.01%
173
522
$17.8K ﹤0.01%
136
523
$17.7K ﹤0.01%
100
524
$17.7K ﹤0.01%
100
525
$17.7K ﹤0.01%
200