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 | |
|---|---|---|---|---|---|---|---|
| $10.7K | 0% | 245 | – | – | |||
| $10.7K | 0% | 155 | – | – | |||
| $10.6K | 0% | 400 | New | +$10.6K | |||
| $10.6K | 0% | 82 | – | – | |||
| $10.5K | 0% | 982 -67 | -6% | -$719 | |||
| $10.5K | 0% | 100 | – | – | |||
| $10.5K | 0% | 24 | – | – | |||
| $10.4K | 0% | 350 | – | – | |||
| $10.2K | 0% | 130 | – | – | |||
| $10.2K | 0% | 1,020 | – | – | |||
| $10.2K | 0% | 170 | – | – | |||
| $10.1K | 0% | 279 | – | – | |||
| $9.94K | 0% | 800 -211 | -21% | -$2.62K | |||
| $9.93K | 0% | 100 | New | +$9.93K | |||
| $9.74K | 0% | 100 | – | – | |||
| $9.59K | 0% | 250 | – | – | |||
| $9.54K | 0% | 461 | – | – | |||
| $9.53K | 0% | 50 | New | +$9.53K | |||
| $9.45K | 0% | 32 +1 | +3% | +$295 | |||
| $9.25K | 0% | 430 | – | – | |||
| $9.11K | 0% | 180 | – | – | |||
| $9.03K | 0% | 100 | – | – | |||
| $8.99K | 0% | 11 | – | – | |||
| $8.91K | 0% | 323 | – | – | |||
| $8.8K | 0% | 214 | – | – |
