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 | |
|---|---|---|---|---|---|---|---|
| $6.1K | 0% | 2,000 | – | – | |||
| $6.06K | 0% | 2,000 +750 | +60% | +$2.27K | |||
| $5.99K | 0% | 180 | – | – | |||
| $5.92K | 0% | 150 -255 | -63% | -$10.1K | |||
| $5.92K | 0% | 50 | New | +$5.92K | |||
| $5.89K | 0% | 65 | – | – | |||
| $5.75K | 0% | 225 | – | – | |||
| $5.69K | 0% | 200 | – | – | |||
| $5.68K | 0% | 200 | – | – | |||
| $5.63K | 0% | 11 | – | – | |||
| $5.62K | 0% | 238 | New | +$5.62K | |||
| $5.43K | 0% | 179 | – | – | |||
| $5.43K | 0% | 18 -28 | -61% | -$8.44K | |||
| $5.41K | 0% | 422 | – | – | |||
| $5.37K | 0% | 140 | – | – | |||
| $5.25K | 0% | 32 | – | – | |||
| $5.24K | 0% | 25 | – | – | |||
| $5.22K | 0% | 400 | – | – | |||
| $5.21K | 0% | 100 | – | – | |||
| $5.18K | 0% | 265 | – | – | |||
| $5.15K | 0% | 100 | – | – | |||
| $5.04K | 0% | 33 | New | +$5.04K | |||
| $5K | 0% | 50 | New | +$5K | |||
| $4.96K | 0% | 142 | – | – | |||
| $4.78K | 0% | 137 -25 | -15% | -$873 |
