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
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$358K
3
+$68.5K
4
BA icon
Boeing
BA
+$62.9K
5
BAC icon
Bank of America
BAC
+$38.9K

Top Sells

1
+$37.9M
2
+$1.9M
3
+$1.84M
4
COST icon
Costco
COST
+$903K
5
DIS icon
Walt Disney
DIS
+$846K

Sector Composition

1 Technology 88.1%
2 Industrials 2.77%
3 Consumer Discretionary 1.34%
4 Communication Services 1.12%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5 ﹤0.01%
87
527
$4 ﹤0.01%
+400
528
$4 ﹤0.01%
431
529
$4 ﹤0.01%
51
530
$4 ﹤0.01%
+100
531
$4 ﹤0.01%
1,690
-200
532
$4 ﹤0.01%
545
533
$4 ﹤0.01%
100
-140
534
$4 ﹤0.01%
50
535
$4 ﹤0.01%
97
536
$4 ﹤0.01%
52
537
$4 ﹤0.01%
72
538
$4 ﹤0.01%
113
539
$4 ﹤0.01%
200
540
$4 ﹤0.01%
100
541
$4 ﹤0.01%
225
542
$4 ﹤0.01%
66
543
$4 ﹤0.01%
82
544
$4 ﹤0.01%
332
545
$4 ﹤0.01%
66
546
$4 ﹤0.01%
101
+1
547
$4 ﹤0.01%
230
-270
548
$4 ﹤0.01%
560
549
$3 ﹤0.01%
205
550
$3 ﹤0.01%
100
20 21
22
23 24