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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$900K
4
W icon
Wayfair
W
+$693K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$642K

Top Sells

1
+$452K
2
+$209K
3
+$201K
4
QCOM icon
Qualcomm
QCOM
+$166K
5
GE icon
GE Aerospace
GE
+$146K

Sector Composition

1 Technology 12.77%
2 Industrials 10.67%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4.1K ﹤0.01%
44
702
$4.08K ﹤0.01%
+266
703
$4.08K ﹤0.01%
81
-16
704
$4.06K ﹤0.01%
+61
705
$4.06K ﹤0.01%
43
-101
706
$4.05K ﹤0.01%
60
707
$4.04K ﹤0.01%
1
708
$4.02K ﹤0.01%
62
709
$4.02K ﹤0.01%
+68
710
$4.01K ﹤0.01%
+113
711
$3.97K ﹤0.01%
300
712
$3.96K ﹤0.01%
29
-5
713
$3.94K ﹤0.01%
40
-7
714
$3.91K ﹤0.01%
+59
715
$3.91K ﹤0.01%
+109
716
$3.9K ﹤0.01%
+50
717
$3.85K ﹤0.01%
115
718
$3.84K ﹤0.01%
150
719
$3.73K ﹤0.01%
30
720
$3.73K ﹤0.01%
+49
721
$3.7K ﹤0.01%
100
722
$3.63K ﹤0.01%
229
-171
723
$3.59K ﹤0.01%
100
724
$3.59K ﹤0.01%
+86
725
$3.55K ﹤0.01%
34
+25
27 28
29
30 31