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
576
$9.36K 0.01%
+269
577
$9.32K 0.01%
124
-178
578
$9.24K 0.01%
133
579
$9.21K 0.01%
85
580
$9.2K 0.01%
510
581
$9.2K 0.01%
500
582
$9.19K 0.01%
400
583
$9.11K ﹤0.01%
100
584
$9.09K ﹤0.01%
484
585
$9.01K ﹤0.01%
306
586
$9K ﹤0.01%
358
+2
587
$8.98K ﹤0.01%
730
588
$8.96K ﹤0.01%
52
589
$8.95K ﹤0.01%
+7
590
$8.94K ﹤0.01%
+131
591
$8.81K ﹤0.01%
170
592
$8.8K ﹤0.01%
174
-13
593
$8.79K ﹤0.01%
114
594
$8.78K ﹤0.01%
88
595
$8.65K ﹤0.01%
198
+90
596
$8.64K ﹤0.01%
102
+2
597
$8.61K ﹤0.01%
+106
598
$8.58K ﹤0.01%
165
599
$8.57K ﹤0.01%
123
-42
600
$8.41K ﹤0.01%
192
+4
22 23
24
25 26