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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$10 ﹤0.01%
+250
527
$10 ﹤0.01%
703
528
$10 ﹤0.01%
226
529
$10 ﹤0.01%
210
530
$10 ﹤0.01%
200
531
$10 ﹤0.01%
410
532
$9 ﹤0.01%
448
533
$9 ﹤0.01%
400
534
$9 ﹤0.01%
100
535
$9 ﹤0.01%
+100
536
$9 ﹤0.01%
82
+1
537
$9 ﹤0.01%
1,200
538
$9 ﹤0.01%
157
539
$9 ﹤0.01%
+150
540
$9 ﹤0.01%
+1,200
541
$8 ﹤0.01%
200
542
$8 ﹤0.01%
20
543
$8 ﹤0.01%
450
544
$8 ﹤0.01%
300
545
$8 ﹤0.01%
152
546
$8 ﹤0.01%
100
547
$8 ﹤0.01%
75
548
$8 ﹤0.01%
247
549
$8 ﹤0.01%
480
550
$8 ﹤0.01%
400
20 21
22
23 24