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
601
$8.4K ﹤0.01%
184
602
$8.39K ﹤0.01%
748
603
$8.32K ﹤0.01%
+1,400
604
$8.28K ﹤0.01%
3,436
-1,200
605
$8.26K ﹤0.01%
+238
606
$8.24K ﹤0.01%
294
-126
607
$8.16K ﹤0.01%
422
608
$8.14K ﹤0.01%
40
609
$8.03K ﹤0.01%
505
+5
610
$8.02K ﹤0.01%
+88
611
$8.02K ﹤0.01%
68
612
$7.96K ﹤0.01%
+168
613
$7.84K ﹤0.01%
268
614
$7.81K ﹤0.01%
85
-15
615
$7.76K ﹤0.01%
200
616
$7.73K ﹤0.01%
+59
617
$7.69K ﹤0.01%
260
618
$7.67K ﹤0.01%
200
619
$7.63K ﹤0.01%
33
620
$7.49K ﹤0.01%
108
621
$7.47K ﹤0.01%
152
622
$7.46K ﹤0.01%
52
+13
623
$7.42K ﹤0.01%
145
624
$7.42K ﹤0.01%
192
625
$7.42K ﹤0.01%
150
23 24
25
26 27