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
$220M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$295K
3
+$155K
4
WMT icon
Walmart
WMT
+$145K
5
CVS icon
CVS Health
CVS
+$123K

Top Sells

1
+$175K
2
+$29.5K
3
+$27.2K
4
BLNK icon
Blink Charging
BLNK
+$17K
5
HA
Hawaiian Holdings, Inc.
HA
+$17K

Sector Composition

1 Technology 87.83%
2 Industrials 2.15%
3 Consumer Discretionary 1.39%
4 Communication Services 1.11%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$42.2K 0.02%
3,821
+305
77
$35.7K 0.02%
673
78
$34K 0.02%
450
79
$32.9K 0.02%
1,100
+600
80
$31.8K 0.01%
5,400
81
$31.7K 0.01%
1,765
-50
82
$30K 0.01%
1,052
+800
83
$29.2K 0.01%
535
84
$29.2K 0.01%
4,500
+500
85
$29.1K 0.01%
2,660
-140
86
$28.7K 0.01%
415
+135
87
$27.9K 0.01%
27,481
+725
88
$27.1K 0.01%
34,900
+5,730
89
$27.1K 0.01%
320
-83
90
$25.3K 0.01%
630
-18
91
$25.1K 0.01%
400
-212
92
$24.2K 0.01%
+500
93
$22.6K 0.01%
2,800
-250
94
$22K 0.01%
424
95
$21.8K 0.01%
1,400
96
$21.5K 0.01%
21,648
-207
97
$20.9K 0.01%
1,600
98
$20K 0.01%
2,500
99
$19.7K 0.01%
3,500
-100
100
$19.2K 0.01%
27,775
-4,600
2 3
4
5 6