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
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$358K
3
+$68.5K
4
BA icon
Boeing
BA
+$62.9K
5
BAC icon
Bank of America
BAC
+$38.9K

Top Sells

1
+$37.9M
2
+$1.9M
3
+$1.84M
4
COST icon
Costco
COST
+$903K
5
DIS icon
Walt Disney
DIS
+$846K

Sector Composition

1 Technology 88.1%
2 Industrials 2.77%
3 Consumer Discretionary 1.34%
4 Communication Services 1.12%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1 ﹤0.01%
+10
627
$1 ﹤0.01%
68
628
$1 ﹤0.01%
62
629
$1 ﹤0.01%
205
+5
630
$1 ﹤0.01%
30
631
$1 ﹤0.01%
100
-100
632
$1 ﹤0.01%
31
633
$1 ﹤0.01%
100
634
$1 ﹤0.01%
+100
635
$1 ﹤0.01%
76
-25
636
$1 ﹤0.01%
200
637
$1 ﹤0.01%
53
638
$1 ﹤0.01%
48
639
$1 ﹤0.01%
+49
640
$1 ﹤0.01%
691
641
$1 ﹤0.01%
44
642
$1 ﹤0.01%
135
+45
643
$1 ﹤0.01%
100
644
– –
-13
645
– –
-105
646
– –
-500
647
– –
-1,000
648
– –
0
649
– –
-2,000
650
– –
-202
24 25
26
27 28