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
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$358K
3
+$68.5K
4
BA icon
Boeing
BA
+$62.9K
5
BAC icon
Bank of America
BAC
+$38.9K

Top Sells

1
+$37.9M
2
+$1.9M
3
+$1.84M
4
COST icon
Costco
COST
+$903K
5
DIS icon
Walt Disney
DIS
+$846K

Sector Composition

1 Technology 88.1%
2 Industrials 2.77%
3 Consumer Discretionary 1.34%
4 Communication Services 1.12%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15.2K 0.01%
700
102
$14.1K 0.01%
500
103
$13.5K 0.01%
2,928
-2,500
104
$11.8K 0.01%
1,150
-500
105
$10.6K 0.01%
2,853
106
$10.4K 0.01%
1,150
-144
107
$10.1K 0.01%
500
-200
108
$9.69K 0.01%
730,224
+133,750
109
$9.09K 0.01%
900
-1,500
110
$8.18K ﹤0.01%
50
111
$8.13K ﹤0.01%
320
-7,920
112
$8.13K ﹤0.01%
8,779
+4,077
113
$7.96K ﹤0.01%
1,953
-103
114
$7.33K ﹤0.01%
500
115
$6.59K ﹤0.01%
42,079
-1,620
116
$6.52K ﹤0.01%
10,075
117
$6.31K ﹤0.01%
3,700
-2,911
118
$6.19K ﹤0.01%
500
-400
119
$5.38K ﹤0.01%
400
120
$5.29K ﹤0.01%
716
-100
121
$5.22K ﹤0.01%
200
-650
122
$5.17K ﹤0.01%
500
+200
123
$4.35K ﹤0.01%
100
-1,400
124
$3.8K ﹤0.01%
+300
125
$3.69K ﹤0.01%
1,706
-399
3 4
5
6 7