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
$475M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Sells

1 +$1.13M
2 +$1.12M
3 +$1.04M
4
AAPL icon
Apple
AAPL
+$807K
5
CVS icon
CVS Health
CVS
+$693K

Sector Composition

1 Technology 18.13%
2 Healthcare 8.04%
3 Industrials 6.09%
4 Communication Services 5.46%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$14.5K ﹤0.01%
141
552
$14.4K ﹤0.01%
359
553
$14.3K ﹤0.01%
300
554
$14K ﹤0.01%
75
555
$14K ﹤0.01%
+315
556
$13.9K ﹤0.01%
50
557
$13.9K ﹤0.01%
60
558
$13.9K ﹤0.01%
386
559
$13.9K ﹤0.01%
20
560
$13.8K ﹤0.01%
+152
561
$13.6K ﹤0.01%
400
562
$13.5K ﹤0.01%
402
-825
563
$13.4K ﹤0.01%
176
+1
564
$13.4K ﹤0.01%
158
565
$13.3K ﹤0.01%
231
566
$13.3K ﹤0.01%
1,020
567
$13.1K ﹤0.01%
100
568
$13K ﹤0.01%
1,011
+500
569
$13K ﹤0.01%
744
570
$12.8K ﹤0.01%
316
+2
571
$12.8K ﹤0.01%
456
572
$12.7K ﹤0.01%
46
573
$12.6K ﹤0.01%
88
574
$12.5K ﹤0.01%
300
575
$12.4K ﹤0.01%
96