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
776
$2.27K ﹤0.01%
84
-116
777
$2.16K ﹤0.01%
200
778
$2.14K ﹤0.01%
200
779
$2.11K ﹤0.01%
243
780
$2.05K ﹤0.01%
+12
781
$2.04K ﹤0.01%
47
782
$2.02K ﹤0.01%
31
-1
783
$1.9K ﹤0.01%
100
784
$1.85K ﹤0.01%
36
785
$1.78K ﹤0.01%
+34
786
$1.78K ﹤0.01%
45
-10
787
$1.69K ﹤0.01%
+34
788
$1.62K ﹤0.01%
+29
789
$1.58K ﹤0.01%
500
790
$1.57K ﹤0.01%
55
791
$1.56K ﹤0.01%
100
792
$1.56K ﹤0.01%
100
-1,500
793
$1.52K ﹤0.01%
31
794
– –
0
795
$1.34K ﹤0.01%
34
796
$1.29K ﹤0.01%
25
797
$1.22K ﹤0.01%
150
-1,460
798
$1.22K ﹤0.01%
300
799
$1.21K ﹤0.01%
833
800
$1.2K ﹤0.01%
75
30 31
32
33 34