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 | |
|---|---|---|---|---|---|---|---|
| $17.7K | 0% | 248 | – | – | |||
| $17.7K | 0% | 260 | – | – | |||
| $17.7K | 0% | 36 | – | – | |||
| $17.4K | 0% | 1,020 | – | – | |||
| $17.4K | 0% | 225 +1 | +0.5% | +$77 | |||
| $17.2K | 0% | 556 +156 | +39% | +$4.83K | |||
| $17K | 0% | 200 | – | – | |||
| $17K | 0% | 1,520 -10,200 | -87% | -$114K | |||
| $17K | 0% | 250 -14 | -5% | -$950 | |||
| $16.9K | 0% | 400 | – | – | |||
| $16.8K | 0% | 363 | – | – | |||
| $16.8K | 0% | 584 +500 | +595% | +$14.4K | |||
| $16.7K | 0% | 1,000 | New | +$16.7K | |||
| $16.6K | 0% | 549 | – | – | |||
| $16.4K | 0% | 145 | – | – | |||
| $16.3K | 0% | 359 | – | – | |||
| $15.9K | 0% | 300 | – | – | |||
| $15.9K | 0% | 614 | – | – | |||
| $15.8K | 0% | 60 | – | – | |||
| $15.8K | 0% | 256 +200 | +357% | +$12.4K | |||
| $15.5K | 0% | 145 | – | – | |||
| $15.4K | 0% | 475 | – | – | |||
| $15.4K | 0% | 150 | – | – | |||
| $15.4K | 0% | 787 -5,116 | -87% | -$100K | |||
| $15.3K | 0% | 50 -27 | -35% | -$8.25K |
