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 | |
|---|---|---|---|---|---|---|---|
| $15.1K | 0% | 173 | – | – | |||
| $15K | 0% | 44 | – | – | |||
| $14.8K | 0% | 641 -475 | -43% | -$11K | |||
| $14.8K | 0% | 100 | – | – | |||
| $14.8K | 0% | 213 | – | – | |||
| $14.8K | 0% | 231 | – | – | |||
| $14.7K | 0% | 100 | – | – | |||
| $14.6K | 0% | 478 -100 | -17% | -$3.05K | |||
| $14.5K | 0% | 30 +17 | +131% | +$8.24K | |||
| $14.3K | 0% | 100 | – | – | |||
| $14.2K | 0% | 152 | – | – | |||
| $14.2K | 0% | 100 -36 | -26% | -$5.12K | |||
| $14.2K | 0% | 386 | – | – | |||
| $14.1K | 0% | 346 | – | – | |||
| $14K | 0% | 458 | – | – | |||
| $14K | 0% | 450 -700 | -61% | -$21.7K | |||
| $13.9K | 0% | 1,200 | – | – | |||
| $13.8K | 0% | 3,000 | – | – | |||
| $13.7K | 0% | 300 -540 | -64% | -$24.7K | |||
| $13.5K | 0% | 161 | – | – | |||
| $13.5K | 0% | 402 | – | – | |||
| $13.5K | 0% | 550 | New | +$13.5K | |||
| $13.4K | 0% | 205 +130 | +173% | +$8.47K | |||
| $13.4K | 0% | 456 | – | – | |||
| $13.3K | 0% | 84 | – | – |
