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 | |
|---|---|---|---|---|---|---|---|
| $4.74K | 0% | 25 | – | – | |||
| $4.73K | 0% | 3,500 | – | – | |||
| $4.69K | 0% | 1 | – | – | |||
| $4.68K | 0% | 95 | – | – | |||
| $4.67K | 0% | 66 | – | – | |||
| $4.66K | 0% | 8 | – | – | |||
| $4.61K | 0% | 27 +17 | +170% | +$2.9K | |||
| $4.59K | 0% | 110 | – | – | |||
| $4.55K | 0% | 31 | – | – | |||
| $4.47K | 0% | 9 | – | – | |||
| $4.44K | 0% | 166 | New | +$4.44K | |||
| $4.41K | 0% | 50 | – | – | |||
| $4.4K | 0% | 19 +12 | +171% | +$2.78K | |||
| $4.32K | 0% | 300 +100 | +50% | +$1.44K | |||
| $4.3K | 0% | 214 | – | – | |||
| $4.23K | 0% | 200 | – | – | |||
| $4.23K | 0% | 74 | – | – | |||
| $4.22K | 0% | 485 | – | – | |||
| $4.21K | 0% | 334 | – | – | |||
| $4.2K | 0% | 200 | – | – | |||
| $4.1K | 0% | 85 | New | +$4.1K | |||
| $4.07K | 0% | 50 | – | – | |||
| $4.05K | 0% | 1,500 +900 | +150% | +$2.43K | |||
| $4K | 0% | 82 | New | +$4K | |||
| $3.99K | 0% | 198 | – | – |
