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
$45.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$2.88M
3
+$576K
4
AMZN icon
Amazon
AMZN
+$482K
5
GILD icon
Gilead Sciences
GILD
+$228K

Top Sells

No sells this quarter

Sector Composition

1 Technology 79.94%
2 Industrials 6.59%
3 Communication Services 2.37%
4 Consumer Discretionary 2.34%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22K ﹤0.01%
+34,322
102
$1.17K ﹤0.01%
+18,331
103
$1.12K ﹤0.01%
+6,850
104
$1.02K ﹤0.01%
+24,537
105
$1.02K ﹤0.01%
+10,992
106
$1K ﹤0.01%
+11,460
107
$998 ﹤0.01%
+8,827
108
$995 ﹤0.01%
+5,723
109
$995 ﹤0.01%
+7,913
110
$966 ﹤0.01%
+8,861
111
$942 ﹤0.01%
+5,984
112
$879 ﹤0.01%
+18,298
113
$872 ﹤0.01%
+2,249
114
$867 ﹤0.01%
+13,598
115
$845 ﹤0.01%
+13,878
116
$843 ﹤0.01%
+21,590
117
$832 ﹤0.01%
+28,350
118
$812 ﹤0.01%
+19,385
119
$792 ﹤0.01%
+3,247
120
$760 ﹤0.01%
+18,715
121
$726 ﹤0.01%
+12,800
122
$710 ﹤0.01%
+4,770
123
$699 ﹤0.01%
+5,344
124
$685 ﹤0.01%
+7,993
125
$668 ﹤0.01%
+32,132
3 4
5
6 7