WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$2.88M
3
+$576K
4
AMZN icon
Amazon
AMZN
+$482K
5
GILD icon
Gilead Sciences
GILD
+$228K

Top Sells

No sells this quarter

Sector Composition

1 Technology 79.94%
2 Industrials 6.59%
3 Communication Services 2.37%
4 Consumer Discretionary 2.34%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.99K 0.01%
+1,500
77
$3.54K 0.01%
+600
78
$3.49K 0.01%
+1,804
79
$3.46K 0.01%
+29,928
80
$3.1K 0.01%
+1,000
81
$3K 0.01%
+300
82
$2.94K 0.01%
+100
83
$2.73K 0.01%
+47
84
$2.49K 0.01%
+29,412
85
$2.48K 0.01%
+18,678
86
$2.32K 0.01%
+83,917
87
$2.06K ﹤0.01%
+148,185
88
$1.98K ﹤0.01%
+768
89
$1.9K ﹤0.01%
+500
90
$1.77K ﹤0.01%
+16,504
91
$1.68K ﹤0.01%
+37,795
92
$1.65K ﹤0.01%
+12,457
93
$1.63K ﹤0.01%
+10,421
94
$1.47K ﹤0.01%
+27,587
95
$1.44K ﹤0.01%
+12,594
96
$1.41K ﹤0.01%
+14,673
97
$1.4K ﹤0.01%
+3,856
98
$1.33K ﹤0.01%
+310,500
99
$1.31K ﹤0.01%
+13,503
100
$1.27K ﹤0.01%
+8,734
2 3
4
5 6