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 | |
|---|---|---|---|---|---|---|---|
| $13.1K | 0% | 176 | – | – | |||
| $13.1K | 0% | 100 | – | – | |||
| $12.8K | 0% | 141 | – | – | |||
| $12.6K | 0% | 1,000 | New | +$12.6K | |||
| $12.6K | 0% | 75 | – | – | |||
| $12.5K | 0% | 162 | – | – | |||
| $12.5K | 0% | 150 | New | +$12.5K | |||
| $12.4K | 0% | 88 | – | – | |||
| $12.4K | 0% | 21 | – | – | |||
| $12.3K | 0% | 158 | – | – | |||
| $12.2K | 0% | 76 -29 | -28% | -$4.66K | |||
| $12.1K | 0% | 96 | – | – | |||
| $11.9K | 0% | 50 | – | – | |||
| $11.8K | 0% | 210 | – | – | |||
| $11.8K | 0% | 126 | – | – | |||
| $11.4K | 0% | 200 | – | – | |||
| $11.2K | 0% | 24 | – | – | |||
| $11.2K | 0% | 178 -25 | -12% | -$1.57K | |||
| $11.2K | 0% | 205 | – | – | |||
| $11K | 0% | 100 | – | – | |||
| $11K | 0% | 100 | – | – | |||
| $10.9K | 0% | 183 | – | – | |||
| $10.9K | 0% | 551 +97 | +21% | +$1.92K | |||
| $10.8K | 0% | 118 -675 | -85% | -$61.5K | |||
| $10.7K | 0% | 16,350 -1,800 | -10% | -$1.18K |
