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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$77.7K
3
+$66.1K
4
WELL icon
Welltower
WELL
+$64.6K
5
RTX icon
RTX Corp
RTX
+$52.2K

Top Sells

1
+$74.4M
2
+$1.03M
3
+$130K
4
CHL
China Mobile Limited
CHL
+$108K
5
QCOM icon
Qualcomm
QCOM
+$96.5K

Sector Composition

1 Technology 21.5%
2 Industrials 12.96%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44.1K 0.12%
5,400
77
$42.1K 0.12%
450
78
$37.9K 0.1%
723
+50
79
$37.3K 0.1%
1,052
80
$36.1K 0.1%
2,000
-2,500
81
$36K 0.1%
1,790
+25
82
$34.6K 0.1%
535
83
$32.9K 0.09%
7,650
-20,125
84
$32K 0.09%
32,156
+4,675
85
$30.6K 0.08%
300
-100
86
$30K 0.08%
1,400
+300
87
$30K 0.08%
10,000
+400
88
$25.2K 0.07%
1,100
-1,400
89
$24.8K 0.07%
1,600
90
$24.8K 0.07%
5,400
+800
91
$24.3K 0.07%
1,400
92
$23.5K 0.06%
2,500
93
$22.4K 0.06%
690
+60
94
$22.3K 0.06%
24,903
+3,255
95
$21.9K 0.06%
289,615
-1,490
96
$21.8K 0.06%
500
97
$21.5K 0.06%
424
98
$21.4K 0.06%
17,810
-4,706
99
$21.3K 0.06%
3,750
+250
100
$20.8K 0.06%
5,500
2 3
4
5 6