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
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1 +$128M
2 +$2.48M
3 +$1.98M
4
AMZN icon
Amazon
AMZN
+$559K
5
BABA icon
Alibaba
BABA
+$495K

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$37.1K 0.03%
+6,590
77
$35.5K 0.02%
+850
78
$34.5K 0.02%
+110
79
$29.7K 0.02%
+7,856
80
$29.7K 0.02%
+18,010
81
$29.1K 0.02%
+42,105
82
$28.9K 0.02%
+8,240
83
$28.5K 0.02%
+378
84
$27.3K 0.02%
+3,892
85
$26.5K 0.02%
+9,235
86
$26.4K 0.02%
+450
87
$26.4K 0.02%
+23,731
88
$26.3K 0.02%
+535
89
$25.5K 0.02%
+862
90
$25.4K 0.02%
+7,250
91
$24.4K 0.02%
+3,468
92
$24.2K 0.02%
+2,105
93
$22.6K 0.02%
+3,700
94
$21.1K 0.01%
+16,375
95
$20.7K 0.01%
+9,282
96
$20.4K 0.01%
+20,598
97
$20.1K 0.01%
+8,944
98
$19.2K 0.01%
+4,326
99
$18.8K 0.01%
+4,500
100
$17.8K 0.01%
+3,050