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
$220M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$295K
3
+$155K
4
WMT icon
Walmart
WMT
+$145K
5
CVS icon
CVS Health
CVS
+$123K

Top Sells

1
+$175K
2
+$29.5K
3
+$27.2K
4
BLNK icon
Blink Charging
BLNK
+$17K
5
HA
Hawaiian Holdings, Inc.
HA
+$17K

Sector Composition

1 Technology 87.83%
2 Industrials 2.15%
3 Consumer Discretionary 1.39%
4 Communication Services 1.11%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1 ﹤0.01%
15
627
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62
628
$1 ﹤0.01%
68
629
$1 ﹤0.01%
62
630
$1 ﹤0.01%
206
+1
631
$1 ﹤0.01%
30
632
$1 ﹤0.01%
100
633
$1 ﹤0.01%
31
634
$1 ﹤0.01%
100
635
$1 ﹤0.01%
100
636
$1 ﹤0.01%
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637
$1 ﹤0.01%
200
638
$1 ﹤0.01%
53
639
$1 ﹤0.01%
48
640
$1 ﹤0.01%
44
641
– –
-500
642
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643
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-1,000
644
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645
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646
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647
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648
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649
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-2
650
– –
-144
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