WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1 +$85.8K
2 +$80.5K
3 +$66.2K
4
COIN icon
Coinbase
COIN
+$50.7K
5
PFE icon
Pfizer
PFE
+$38.3K

Top Sells

1 +$728K
2 +$253K
3 +$67K
4
CAT icon
Caterpillar
CAT
+$60.4K
5
AMZN icon
Amazon
AMZN
+$50.3K

Sector Composition

1 Technology 19.66%
2 Industrials 10.36%
3 Communication Services 8.49%
4 Consumer Discretionary 8.44%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$4 ﹤0.01%
100
602
$4 ﹤0.01%
26
603
$4 ﹤0.01%
100
604
$4 ﹤0.01%
80
+50
605
$4 ﹤0.01%
50
606
$4 ﹤0.01%
100
607
$4 ﹤0.01%
+450
608
$4 ﹤0.01%
100
609
$4 ﹤0.01%
+28
610
$4 ﹤0.01%
142
611
$4 ﹤0.01%
72
612
$4 ﹤0.01%
301
613
$4 ﹤0.01%
52
614
$4 ﹤0.01%
242
615
$4 ﹤0.01%
35
616
$4 ﹤0.01%
113
617
$4 ﹤0.01%
25
618
$4 ﹤0.01%
66
619
$4 ﹤0.01%
111
620
$4 ﹤0.01%
24
621
$4 ﹤0.01%
200
622
$4 ﹤0.01%
45
-42
623
$4 ﹤0.01%
309
624
$3 ﹤0.01%
+20
625
$3 ﹤0.01%
431