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
51
$876K 0.47%
5,180
+945
52
$835K 0.45%
19,075
53
$808K 0.44%
10,365
+8,231
54
$796K 0.43%
37,550
+200
55
$781K 0.42%
8,683
56
$769K 0.42%
25,537
+2,600
57
$765K 0.41%
11,165
58
$748K 0.41%
8,578
+360
59
$727K 0.39%
16,247
-368
60
$711K 0.39%
11,492
-39
61
$709K 0.38%
32,457
62
$704K 0.38%
13,150
63
$693K 0.38%
+8,350
64
$682K 0.37%
7,789
-1,671
65
$676K 0.37%
10,761
+1,588
66
$616K 0.33%
17,816
+10
67
$611K 0.33%
5,350
+3,850
68
$605K 0.33%
7,900
-496
69
$601K 0.33%
10,126
+23
70
$577K 0.31%
5,325
-165
71
$568K 0.31%
3,330
-390
72
$558K 0.3%
37,182
+475
73
$551K 0.3%
16,748
-1,860
74
$546K 0.3%
15,265
-1,415
75
$531K 0.29%
2,361
-42
1 2
3
4 5