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
$43.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$85.8K
2
+$80.5K
3
+$66.2K
4
COIN icon
Coinbase
COIN
+$50.7K
5
PFE icon
Pfizer
PFE
+$38.3K

Top Sells

1
+$728K
2
+$253K
3
+$67K
4
CAT icon
Caterpillar
CAT
+$60.4K
5
AMZN icon
Amazon
AMZN
+$50.3K

Sector Composition

1 Technology 19.66%
2 Industrials 10.36%
3 Communication Services 8.49%
4 Consumer Discretionary 8.44%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$118K 0.27%
19,644
-3,829
52
$114K 0.26%
8,835
-500
53
$113K 0.26%
4,400
-400
54
$112K 0.26%
42,605
-1,500
55
$108K 0.25%
450
56
$104K 0.24%
1,500
-540
57
$104K 0.24%
1,300
58
$101K 0.23%
2,483
59
$91.7K 0.21%
2,883
+2,080
60
$91.7K 0.21%
1,013
61
$89.9K 0.21%
44,555
-2,826
62
$83.1K 0.19%
1,200
63
$80.7K 0.19%
8,714
-1,629
64
$75.8K 0.18%
5,615
-580
65
$74.2K 0.17%
9,647
-490
66
$72.6K 0.17%
685
67
$69.5K 0.16%
798
68
$67.2K 0.16%
11,099
+150
69
$66.1K 0.15%
693
70
$65.4K 0.15%
648
-599
71
$65.1K 0.15%
4,056
72
$61.3K 0.14%
5,598
-370
73
$59.5K 0.14%
23,316
-2,435
74
$57.7K 0.13%
1,058
-30
75
$55.8K 0.13%
22,565
+6,950
1 2
3
4 5