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 | |
|---|---|---|---|---|---|---|---|
| $2.14K | 0% | 50 -266 | -84% | -$11.4K | |||
| $2.12K | 0% | 18 | – | – | |||
| $2.12K | 0% | 12 | – | – | |||
| $2.08K | 0% | 10 | – | – | |||
| $2.05K | 0% | 75 | – | – | |||
| $1.95K | 0% | 100 | – | – | |||
| $1.95K | 0% | 9 | – | – | |||
| $1.93K | 0% | 225 | – | – | |||
| $1.92K | 0% | 100 | – | – | |||
| $1.91K | 0% | 300 | – | – | |||
| $1.9K | 0% | 175 -600 | -77% | -$6.52K | |||
| $1.86K | 0% | 300 | – | – | |||
| $1.69K | 0% | 29 | – | – | |||
| $1.61K | 0% | 21 | – | – | |||
| $1.6K | 0% | 21 | – | – | |||
| $1.59K | 0% | 128 -100 | -44% | -$1.25K | |||
| $1.58K | 0% | 1,250 | – | – | |||
| $1.58K | 0% | 168 | – | – | |||
| $1.56K | 0% | 86 -414 | -83% | -$7.52K | |||
| $1.55K | 0% | 1,500 | – | – | |||
| $1.49K | 0% | 20 | – | – | |||
| $1.48K | 0% | 150 -2,850 | -95% | -$28K | |||
| $1.44K | 0% | 24 | – | – | |||
| $1.42K | 0% | 125 | – | – | |||
| $1.36K | 0% | 675 | – | – |
