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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58.4K 0.13%
708
+60
77
$55.7K 0.13%
26,560
+3,995
78
$54.6K 0.13%
1,094
+36
79
$53.6K 0.12%
7,520
80
$51.1K 0.12%
920
-320
81
$49.5K 0.11%
2,500
82
$49.2K 0.11%
348
+22
83
$47.8K 0.11%
2,856
-100
84
$46.8K 0.11%
1,600
+1
85
$45.7K 0.11%
28,429
+2,134
86
$45K 0.1%
5,623
+25
87
$44.9K 0.1%
27,490
+4,940
88
$43.8K 0.1%
3,750
+840
89
$43.6K 0.1%
2,452
+1,400
90
$43.2K 0.1%
3,770
+10
91
$41.8K 0.1%
1,071
-225
92
$41.7K 0.1%
+12,900
93
$40.6K 0.09%
1,705
+800
94
$38.7K 0.09%
966
+245
95
$35.2K 0.08%
1,267
+42
96
$31.8K 0.07%
500
+100
97
$31.6K 0.07%
1,031
98
$31.1K 0.07%
1,600
-55
99
$29K 0.07%
356
100
$28.7K 0.07%
100
2 3
4
5 6