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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$900K
4
W icon
Wayfair
W
+$693K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$642K

Top Sells

1
+$452K
2
+$209K
3
+$201K
4
QCOM icon
Qualcomm
QCOM
+$166K
5
GE icon
GE Aerospace
GE
+$146K

Sector Composition

1 Technology 12.77%
2 Industrials 10.67%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3.53K ﹤0.01%
39
727
$3.49K ﹤0.01%
200
728
$3.49K ﹤0.01%
+108
729
$3.41K ﹤0.01%
+67
730
$3.33K ﹤0.01%
121
+2
731
$3.3K ﹤0.01%
20
732
$3.26K ﹤0.01%
100
733
$3.24K ﹤0.01%
100
734
$3.23K ﹤0.01%
+49
735
$3.18K ﹤0.01%
+182
736
$3.16K ﹤0.01%
40
737
$3.13K ﹤0.01%
52
738
$3.11K ﹤0.01%
+66
739
$3.08K ﹤0.01%
200
740
$3.08K ﹤0.01%
300
741
$3.07K ﹤0.01%
100
742
$3.06K ﹤0.01%
4
-1
743
$3.02K ﹤0.01%
100
744
$3.02K ﹤0.01%
34
-4
745
$2.96K ﹤0.01%
1,200
746
$2.95K ﹤0.01%
36
-4
747
$2.95K ﹤0.01%
38
748
$2.94K ﹤0.01%
+300
749
$2.94K ﹤0.01%
75
-12
750
$2.93K ﹤0.01%
50
28 29
30
31 32