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 | |
|---|---|---|---|---|---|---|---|
| $1.36K | 0% | 80 | – | – | |||
| $1.35K | 0% | 60 | – | – | |||
| $1.34K | 0% | 700 | – | – | |||
| $1.32K | 0% | 1,000 | New | +$1.32K | |||
| $1.31K | 0% | 35 | – | – | |||
| $1.25K | 0% | 2,070 | – | – | |||
| $1.21K | 0% | 90 | – | – | |||
| $1.2K | 0% | 49 | – | – | |||
| $1.16K | 0% | 68 | – | – | |||
| $1.11K | 0% | 20 | – | – | |||
| $1.1K | 0% | 8 | – | – | |||
| $1.08K | 0% | 400 | – | – | |||
| $1.03K | 0% | 100 | – | – | |||
| $1.02K | 0% | 1,000 | – | – | |||
| $989 | 0% | 19 | – | – | |||
| $971 | 0% | 23 | – | – | |||
| $898 | 0% | 24 | – | – | |||
| $836 | 0% | 1,600 | – | – | |||
| $822 | 0% | 77 | – | – | |||
| $800 | 0% | 100 | New | +$800 | |||
| $780 | 0% | 50 | – | – | |||
| $775 | 0% | 166 -1,834 | -92% | -$8.56K | |||
| $764 | 0% | 18 | – | – | |||
| $740 | 0% | 25 | New | +$740 | |||
| $723 | 0% | 150 | – | – |
