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 | |
|---|---|---|---|---|---|---|---|
| $2.71K | 0% | 1,200 | – | – | |||
| $2.67K | 0% | 25 | – | – | |||
| $2.66K | 0% | 50 | – | – | |||
| $2.63K | 0% | 26 | – | – | |||
| $2.61K | 0% | 41 | – | – | |||
| $2.6K | 0% | 72 | New | +$2.6K | |||
| $2.6K | 0% | 500 | New | +$2.6K | |||
| $2.57K | 0% | 38 | – | – | |||
| $2.55K | 0% | 900 | – | – | |||
| $2.49K | 0% | 63 | New | +$2.49K | |||
| $2.47K | 0% | 30 | – | – | |||
| $2.46K | 0% | 283 | – | – | |||
| $2.45K | 0% | 250 -250 | -50% | -$2.45K | |||
| $2.44K | 0% | 100 | – | – | |||
| $2.41K | 0% | 22 | – | – | |||
| $2.37K | 0% | 400 | – | – | |||
| $2.35K | 0% | 133 -2 | -1% | -$35 | |||
| $2.34K | 0% | 14 | – | – | |||
| $2.33K | 0% | 100 | – | – | |||
| $2.33K | 0% | 40 | – | – | |||
| $2.28K | 0% | 48 | – | – | |||
| $2.2K | 0% | 2,000 | – | – | |||
| $2.19K | 0% | 28 | – | – | |||
| $2.19K | 0% | 97 | – | – | |||
| $2.14K | 0% | 142 | New | +$2.14K |
