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 | |
|---|---|---|---|---|---|---|---|
| $8.8K | 0% | 125 | – | – | |||
| $8.69K | 0% | 100 | – | – | |||
| $8.66K | 0% | 109 | – | – | |||
| $8.57K | 0% | 750 -2,600 | -78% | -$29.7K | |||
| $8.41K | 0% | 158 | – | – | |||
| $8.4K | 0% | 47 | – | – | |||
| $8.3K | 0% | 127 | – | – | |||
| $8.15K | 0% | 300 | – | – | |||
| $8.12K | 0% | 600 | – | – | |||
| $8.11K | 0% | 989 | – | – | |||
| $8.02K | 0% | 420 | – | – | |||
| $8K | 0% | 150 | – | – | |||
| $7.98K | 0% | 13 | – | – | |||
| $7.98K | 0% | 44 +1 | +2% | +$181 | |||
| $7.96K | 0% | 550 | – | – | |||
| $7.93K | 0% | 13 | – | – | |||
| $7.91K | 0% | 3,500 +400 | +13% | +$904 | |||
| $7.9K | 0% | 704 | – | – | |||
| $7.86K | 0% | 744 | – | – | |||
| $7.83K | 0% | 715 -7,200 | -91% | -$78.8K | |||
| $7.83K | 0% | 340 +170 | +100% | +$3.91K | |||
| $7.8K | 0% | 77 | – | – | |||
| $7.76K | 0% | 550 | – | – | |||
| $7.75K | 0% | 350 | – | – | |||
| $7.53K | 0% | 96 -22 | -19% | -$1.73K |
