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
526
$12K 0.01%
60
527
$12K 0.01%
187
528
$11.9K 0.01%
+309
529
$11.9K 0.01%
+939
530
$11.8K 0.01%
838
531
$11.7K 0.01%
108
532
$11.7K 0.01%
391
533
$11.6K 0.01%
103
+1
534
$11.6K 0.01%
290
-32
535
$11.5K 0.01%
174
536
$11.5K 0.01%
500
+100
537
$11.5K 0.01%
1,000
538
$11.5K 0.01%
470
539
$11.2K 0.01%
307
540
$11.1K 0.01%
201
541
$11.1K 0.01%
200
542
$11.1K 0.01%
115
543
$11K 0.01%
107
544
$10.9K 0.01%
54
-33
545
$10.9K 0.01%
80
-71
546
$10.9K 0.01%
+142
547
$10.8K 0.01%
169
+28
548
$10.8K 0.01%
+430
549
$10.7K 0.01%
326
-6
550
$10.5K 0.01%
81
20 21
22
23 24