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
$43.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$85.8K
2
+$80.5K
3
+$66.2K
4
COIN icon
Coinbase
COIN
+$50.7K
5
PFE icon
Pfizer
PFE
+$38.3K

Top Sells

1
+$728K
2
+$253K
3
+$67K
4
CAT icon
Caterpillar
CAT
+$60.4K
5
AMZN icon
Amazon
AMZN
+$50.3K

Sector Composition

1 Technology 19.66%
2 Industrials 10.36%
3 Communication Services 8.49%
4 Consumer Discretionary 8.44%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$54.5K 0.13%
7,520
-1,650
77
$50.7K 0.12%
+325
78
$50K 0.12%
2,500
79
$48K 0.11%
1,240
-110
80
$47.4K 0.11%
1,031
-400
81
$47.2K 0.11%
2,956
82
$45.8K 0.11%
500
-400
83
$45.7K 0.11%
26,295
+854
84
$44.2K 0.1%
1,599
-1,137
85
$44.1K 0.1%
1,296
+31
86
$42.5K 0.1%
1,052
87
$42.4K 0.1%
326
+16
88
$41.6K 0.1%
3,760
89
$40.5K 0.09%
1,655
-120
90
$39.3K 0.09%
2,910
+100
91
$38.3K 0.09%
1,225
+93
92
$36.3K 0.08%
306
+16
93
$35.4K 0.08%
400
-50
94
$34.5K 0.08%
2,319
-159
95
$31.1K 0.07%
100
96
$29K 0.07%
7,200
+4,400
97
$28.8K 0.07%
356
98
$28.8K 0.07%
4,650
-1,000
99
$28.1K 0.07%
22,550
+21,350
100
$27.5K 0.06%
905
2 3
4
5 6