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
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$402K
3
+$328K
4
BAC icon
Bank of America
BAC
+$169K
5
NVDA icon
NVIDIA
NVDA
+$154K

Top Sells

1
+$191K
2
+$62.8K
3
+$50.8K
4
BABA icon
Alibaba
BABA
+$40.8K
5
LVS icon
Las Vegas Sands
LVS
+$37.2K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
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-500
802
$0 ﹤0.01%
13
803
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804
$0 ﹤0.01%
50
805
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0
806
$0 ﹤0.01%
+100
807
$0 ﹤0.01%
50
-300
808
– –
-1,185
809
– –
-130
810
$0 ﹤0.01%
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811
$0 ﹤0.01%
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812
$0 ﹤0.01%
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813
$0 ﹤0.01%
50
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$0 ﹤0.01%
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815
$0 ﹤0.01%
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816
$0 ﹤0.01%
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29 30 31 32
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