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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4 ﹤0.01%
207
627
$4 ﹤0.01%
242
628
$4 ﹤0.01%
35
629
$4 ﹤0.01%
1,210
630
$4 ﹤0.01%
100
631
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+225
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633
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635
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636
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637
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+19
638
$3 ﹤0.01%
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$3 ﹤0.01%
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$3 ﹤0.01%
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$3 ﹤0.01%
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$3 ﹤0.01%
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648
$3 ﹤0.01%
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649
$3 ﹤0.01%
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$3 ﹤0.01%
41
24 25
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27 28