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
$475M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Sells

1 +$1.13M
2 +$1.12M
3 +$1.04M
4
AAPL icon
Apple
AAPL
+$807K
5
CVS icon
CVS Health
CVS
+$693K

Sector Composition

1 Technology 18.13%
2 Healthcare 8.04%
3 Industrials 6.09%
4 Communication Services 5.46%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$10.4K ﹤0.01%
+500
602
$10.4K ﹤0.01%
11
603
$10.3K ﹤0.01%
65
604
$10.3K ﹤0.01%
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605
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245
-600
606
$10.1K ﹤0.01%
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607
$10.1K ﹤0.01%
989
608
$10K ﹤0.01%
24
609
$10K ﹤0.01%
130
610
$10K ﹤0.01%
150
611
$9.9K ﹤0.01%
183
612
$9.71K ﹤0.01%
461
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$9.66K ﹤0.01%
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614
$9.61K ﹤0.01%
205
615
$9.51K ﹤0.01%
279
616
$9.47K ﹤0.01%
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$9.33K ﹤0.01%
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125
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$9.24K ﹤0.01%
180
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$9.24K ﹤0.01%
31
621
$9.23K ﹤0.01%
350
+100
622
$9.19K ﹤0.01%
+200
623
$9.06K ﹤0.01%
180
624
$9.06K ﹤0.01%
430
625
$9.04K ﹤0.01%
265