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
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$402K
3
+$328K
4
BAC icon
Bank of America
BAC
+$169K
5
NVDA icon
NVIDIA
NVDA
+$154K

Top Sells

1
+$191K
2
+$62.8K
3
+$50.8K
4
BABA icon
Alibaba
BABA
+$40.8K
5
LVS icon
Las Vegas Sands
LVS
+$37.2K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83K 0.2%
976
77
$79.4K 0.19%
+2,560
78
$76.9K 0.18%
3,500
-200
79
$75.2K 0.18%
6,924
+860
80
$73.6K 0.18%
18,227
-1,883
81
$73.5K 0.18%
23,116
+852
82
$71.6K 0.17%
12,430
+52
83
$67.4K 0.16%
4,375
+655
84
$64.3K 0.15%
1,200
85
$62.8K 0.15%
1,056
+600
86
$61.8K 0.15%
1,750
+340
87
$59.5K 0.14%
1,357
+200
88
$54K 0.13%
693
89
$53.4K 0.13%
4,306
-4,097
90
$52.2K 0.12%
880
+620
91
$51K 0.12%
24,180
+1,350
92
$50.6K 0.12%
27,240
-361
93
$50.5K 0.12%
1,150
+350
94
$49.3K 0.12%
709
95
$47.3K 0.11%
5,390
-3,930
96
$43.7K 0.1%
5,524
+620
97
$43.6K 0.1%
7,730
98
$43.1K 0.1%
1,054
+18
99
$42.8K 0.1%
800
-200
100
$40.4K 0.1%
6,500
-520
2 3
4
5 6