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
551
$10.5K 0.01%
300
552
$10.4K 0.01%
500
553
$10.4K 0.01%
242
554
$10.4K 0.01%
71
+45
555
$10.3K 0.01%
106
+35
556
$10.3K 0.01%
53
-15
557
$10.3K 0.01%
93
558
$10.3K 0.01%
4,410
+1,160
559
$10.3K 0.01%
162
560
$10.2K 0.01%
729
561
$10.2K 0.01%
723
562
$10.1K 0.01%
270
563
$9.98K 0.01%
296
564
$9.92K 0.01%
154
565
$9.9K 0.01%
159
566
$9.86K 0.01%
338
-341
567
$9.79K 0.01%
150
568
$9.75K 0.01%
614
569
$9.75K 0.01%
301
570
$9.69K 0.01%
+177
571
$9.59K 0.01%
200
572
$9.59K 0.01%
250
573
$9.54K 0.01%
2,000
+1,000
574
$9.45K 0.01%
204
575
$9.45K 0.01%
90