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
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$402K
3
+$328K
4
BAC icon
Bank of America
BAC
+$169K
5
NVDA icon
NVIDIA
NVDA
+$154K

Top Sells

1
+$191K
2
+$62.8K
3
+$50.8K
4
BABA icon
Alibaba
BABA
+$40.8K
5
LVS icon
Las Vegas Sands
LVS
+$37.2K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7 ﹤0.01%
200
602
$7 ﹤0.01%
400
603
$7 ﹤0.01%
600
604
$7 ﹤0.01%
1,200
605
$6 ﹤0.01%
96
606
$6 ﹤0.01%
450
607
$6 ﹤0.01%
166
608
$6 ﹤0.01%
50
609
$6 ﹤0.01%
296
-500
610
$6 ﹤0.01%
800
611
$6 ﹤0.01%
158
612
$6 ﹤0.01%
200
613
$6 ﹤0.01%
225
614
$6 ﹤0.01%
279
615
$6 ﹤0.01%
+156
616
$6 ﹤0.01%
115
617
$6 ﹤0.01%
39
618
$6 ﹤0.01%
200
619
$6 ﹤0.01%
38
620
$6 ﹤0.01%
100
621
$6 ﹤0.01%
166
622
$6 ﹤0.01%
170
623
$6 ﹤0.01%
480
624
$6 ﹤0.01%
50
625
$5 ﹤0.01%
175
23 24
25
26 27