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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$77.7K
3
+$66.1K
4
WELL icon
Welltower
WELL
+$64.6K
5
RTX icon
RTX Corp
RTX
+$52.2K

Top Sells

1
+$74.4M
2
+$1.03M
3
+$130K
4
CHL
China Mobile Limited
CHL
+$108K
5
QCOM icon
Qualcomm
QCOM
+$96.5K

Sector Composition

1 Technology 21.5%
2 Industrials 12.96%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$98.4K 0.27%
23,077
-608
52
$95.9K 0.26%
9,194
+1,354
53
$93.7K 0.26%
21,688
-1,252
54
$87.9K 0.24%
4,756
+204
55
$82.1K 0.23%
5,900
+100
56
$81.7K 0.22%
28,049
-298
57
$79.4K 0.22%
6,068
-387
58
$79.3K 0.22%
3,795
+1,270
59
$74.6K 0.2%
3,517
-100
60
$74.6K 0.2%
2,054
+48
61
$73.9K 0.2%
2,040
+410
62
$72.6K 0.2%
893
-300
63
$71.6K 0.2%
2,751
+2,005
64
$68.5K 0.19%
1,000
+500
65
$64.6K 0.18%
+1,200
66
$64K 0.18%
3,953
67
$62.5K 0.17%
9,166
-173
68
$62.4K 0.17%
550
69
$62K 0.17%
98,800
-2,587
70
$60.2K 0.16%
4,700
71
$57.6K 0.16%
6,650
-95
72
$50.5K 0.14%
1,645
+41
73
$49.3K 0.14%
420
+5
74
$47.8K 0.13%
4,100
-1,900
75
$46.9K 0.13%
3,826
+5
1 2
3
4 5