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 | 5.02% |
| 5 | Consumer Discretionary | 3.88% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.48K | 0% | 28 | – | – | |||
| $3.43K | 0% | 92 | – | – | |||
| $3.37K | 0% | 100 | – | – | |||
| $3.35K | 0% | 40 | – | – | |||
| $3.32K | 0% | 100 | – | – | |||
| $3.28K | 0% | 7 | – | – | |||
| $3.22K | 0% | 350 +250 | +250% | +$2.3K | |||
| $3.17K | 0% | 25 | – | – | |||
| $3.15K | 0% | 20 | – | – | |||
| $3.12K | 0% | 114 | New | +$3.12K | |||
| $3.12K | 0% | 337 | – | – | |||
| $3.1K | 0% | 65 | – | – | |||
| $3.07K | 0% | 150 | – | – | |||
| $3.05K | 0% | 2,650 +1,350 | +104% | +$1.55K | |||
| $3.04K | 0% | 29 | – | – | |||
| $3.02K | 0% | 600 | – | – | |||
| $2.91K | 0% | 50 | New | +$2.91K | |||
| $2.91K | 0% | 6 | – | – | |||
| $2.9K | 0% | 600 | – | – | |||
| $2.86K | 0% | 21 | – | – | |||
| $2.83K | 0% | 190 | – | – | |||
| $2.79K | 0% | 7 | – | – | |||
| $2.76K | 0% | 30 | – | – | |||
| $2.76K | 0% | 240 | – | – | |||
| $2.74K | 0% | 47 | – | – |
