WIM
Westside Investment Management Portfolio holdings
AUM $469M
AUM
$469M
AUM Growth
-$5.07M (-1%)
Cap. Flow
+$8.94M
Cap. Flow % of AUM
1.9%
Top 10 Holdings %Top 10 Hldgs %
26.31%
Holding
1,027
New
41
Increased
202
Reduced
150
Closed
49
Top Buys
| 1 | $1.89M | |
| 2 | $1.32M | |
| 3 | $1.23M | |
| 4 | $1.05M | |
| 5 | $699K |
Top Sells
| 1 | $1.94M | |
| 2 | $1.28M | |
| 3 | $1.06M | |
| 4 | $824K | |
| 5 | $766K |
Sector Composition
| 1 | Technology | 16.7% |
| 2 | Healthcare | 8.47% |
| 3 | Industrials | 6.17% |
| 4 | Communication Services | 5% |
| 5 | Consumer Discretionary | 3.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.97K | 0% | 40 | – | – | |||
| $3.96K | 0% | 60 | – | – | |||
| $3.96K | 0% | 1,500 +500 | +50% | +$1.32K | |||
| $3.92K | 0% | 18 -4 | -18% | -$870 | |||
| $3.86K | 0% | 11 | – | – | |||
| $3.84K | 0% | 1,210 | – | – | |||
| $3.83K | 0% | 2 | – | – | |||
| $3.83K | 0% | 26 | – | – | |||
| $3.82K | 0% | 200 | – | – | |||
| $3.79K | 0% | 200 | – | – | |||
| $3.75K | 0% | 50 | – | – | |||
| $3.75K | 0% | 500 | – | – | |||
| $3.74K | 0% | 91 +1 | +1% | +$41 | |||
| $3.74K | 0% | 13 | – | – | |||
| $3.7K | 0% | 450 | – | – | |||
| $3.7K | 0% | 13 | – | – | |||
| $3.69K | 0% | 100 | – | – | |||
| $3.66K | 0% | 11 | – | – | |||
| $3.65K | 0% | 76 | – | – | |||
| $3.62K | 0% | 50 | – | – | |||
| $3.56K | 0% | 300 | – | – | |||
| $3.56K | 0% | 120 +70 | +140% | +$2.08K | |||
| $3.54K | 0% | 25 | – | – | |||
| $3.49K | 0% | 6 | – | – | |||
| $3.49K | 0% | 38 | – | – |
