WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$2.48M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$559K
5
BABA icon
Alibaba
BABA
+$495K

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$82.9K 0.06%
+28,560
52
$81.7K 0.06%
+4,124
53
$77.5K 0.05%
+1,171
54
$71.5K 0.05%
+3,170
55
$67.7K 0.05%
+10,100
56
$66.2K 0.05%
+22,597
57
$65.5K 0.04%
+6,404
58
$62.9K 0.04%
+40,250
59
$60.3K 0.04%
+12,910
60
$59.5K 0.04%
+16,703
61
$54.7K 0.04%
+7,045
62
$54.1K 0.04%
+1,000
63
$53.3K 0.04%
+6,611
64
$52.5K 0.04%
+3,814
65
$52K 0.04%
+6,245
66
$51.4K 0.04%
+1,093
67
$49.1K 0.03%
+5,300
68
$47.4K 0.03%
+816
69
$46.5K 0.03%
+7,075
70
$46.5K 0.03%
+4,650
71
$45.7K 0.03%
+3,500
72
$44.5K 0.03%
+1,386
73
$43.5K 0.03%
+6,665
74
$38K 0.03%
+4,918
75
$37.6K 0.03%
+7,000
1 2
3
4 5