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
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$402K
3
+$328K
4
BAC icon
Bank of America
BAC
+$169K
5
NVDA icon
NVIDIA
NVDA
+$154K

Top Sells

1
+$191K
2
+$62.8K
3
+$50.8K
4
BABA icon
Alibaba
BABA
+$40.8K
5
LVS icon
Las Vegas Sands
LVS
+$37.2K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$150K 0.36%
4,750
+2,350
52
$144K 0.34%
21,345
+2,129
53
$141K 0.34%
3,495
+1
54
$141K 0.34%
5,607
+1,500
55
$139K 0.33%
7,510
+1
56
$135K 0.32%
30,806
+4,804
57
$134K 0.32%
3,736
+2,140
58
$132K 0.32%
69,292
-1,790
59
$132K 0.31%
+3,000
60
$128K 0.31%
18,596
+3,540
61
$127K 0.3%
111,633
-13,423
62
$123K 0.29%
+27,500
63
$121K 0.29%
7,295
+600
64
$114K 0.27%
10,672
+520
65
$112K 0.27%
6,650
+2,100
66
$105K 0.25%
3,685
-100
67
$104K 0.25%
7,488
+690
68
$104K 0.25%
3,900
+700
69
$94K 0.22%
6,285
70
$92.5K 0.22%
15,373
+2
71
$91.9K 0.22%
8,245
-1,010
72
$88.5K 0.21%
450
73
$85.2K 0.2%
11,879
+1,562
74
$83.4K 0.2%
1,450
+125
75
$83.3K 0.2%
18,351
-1,456
1 2
3
4 5