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
$182M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.66%
2 Industrials 10.89%
3 Healthcare 10.1%
4 Consumer Discretionary 4.87%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9.69K 0.01%
242
552
$9.65K 0.01%
150
+50
553
$9.5K 0.01%
+87
554
$9.49K 0.01%
198
555
$9.39K 0.01%
270
556
$9.35K 0.01%
52
557
$9.35K 0.01%
400
558
$9.33K 0.01%
723
559
$9.33K 0.01%
159
560
$9.3K 0.01%
470
561
$9.28K 0.01%
82
+1
562
$9.25K 0.01%
391
563
$9.25K 0.01%
85
564
$9.22K 0.01%
+38
565
$9.16K 0.01%
519
566
$9.13K 0.01%
71
567
$8.99K ﹤0.01%
7
568
$8.98K ﹤0.01%
484
569
$8.95K ﹤0.01%
154
570
$8.93K ﹤0.01%
300
571
$8.82K ﹤0.01%
106
572
$8.69K ﹤0.01%
306
573
$8.66K ﹤0.01%
298
574
$8.53K ﹤0.01%
510
575
$8.53K ﹤0.01%
88