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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$131K 0.3%
4,744
-21
52
$127K 0.29%
111,799
+2,605
53
$119K 0.27%
13,185
54
$115K 0.26%
+4,750
55
$114K 0.26%
10,042
+1,207
56
$108K 0.25%
3,843
+960
57
$108K 0.25%
450
58
$107K 0.25%
3,840
+1,357
59
$107K 0.25%
3,500
-600
60
$107K 0.25%
4,300
-100
61
$104K 0.24%
1,325
+25
62
$93.3K 0.22%
44,980
+425
63
$92.8K 0.21%
1,013
64
$91.2K 0.21%
685
65
$83.9K 0.19%
1,200
66
$82.4K 0.19%
35,833
+3,495
67
$78.6K 0.18%
598
-200
68
$75K 0.17%
9,597
-50
69
$71.8K 0.17%
8,439
-275
70
$71.3K 0.16%
441
+116
71
$67.1K 0.15%
693
72
$66.2K 0.15%
5,765
+150
73
$65.3K 0.15%
11,020
-79
74
$63.8K 0.15%
4,198
+142
75
$61.5K 0.14%
22,253
-1,063
1 2
3
4 5