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
76
$519K 0.28%
2,558
+29
77
$505K 0.27%
12,972
-5,367
78
$502K 0.27%
18,350
79
$498K 0.27%
5,007
-1,145
80
$498K 0.27%
4,524
+100
81
$492K 0.27%
3,469
+95
82
$487K 0.26%
8,475
-800
83
$485K 0.26%
3,960
84
$483K 0.26%
36,762
-4,994
85
$471K 0.26%
5,825
86
$470K 0.25%
3,653
-587
87
$464K 0.25%
5,691
+158
88
$462K 0.25%
2,495
-24
89
$461K 0.25%
23,250
+100
90
$460K 0.25%
33
+1
91
$449K 0.24%
5,520
-1,400
92
$446K 0.24%
3,725
93
$439K 0.24%
5,950
+4,625
94
$434K 0.24%
5,590
95
$432K 0.23%
13,500
96
$427K 0.23%
11,791
97
$427K 0.23%
4,218
-15
98
$426K 0.23%
4,800
99
$416K 0.23%
9,399
100
$414K 0.22%
3,980
2 3
4
5 6