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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$77.7K
3
+$66.1K
4
WELL icon
Welltower
WELL
+$64.6K
5
RTX icon
RTX Corp
RTX
+$52.2K

Top Sells

1
+$74.4M
2
+$1.03M
3
+$130K
4
CHL
China Mobile Limited
CHL
+$108K
5
QCOM icon
Qualcomm
QCOM
+$96.5K

Sector Composition

1 Technology 21.5%
2 Industrials 12.96%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18.6K 0.05%
700
102
$17.5K 0.05%
338
+1
103
$17.4K 0.05%
200
104
$14.3K 0.04%
500
-3,800
105
$13.3K 0.04%
1,881
-779
106
$10.2K 0.03%
2,854
107
$10K 0.03%
650
-500
108
$9.92K 0.03%
611,424
+6,375
109
$9.82K 0.03%
500
110
$9.23K 0.03%
716
111
$9.04K 0.02%
1,100
112
$7.47K 0.02%
38,376
-1,216
113
$7.42K 0.02%
320
114
$7.37K 0.02%
200
115
$7.08K 0.02%
500
116
$7K 0.02%
400
117
$6.09K 0.02%
100
118
$5.89K 0.02%
300
119
$5.77K 0.02%
304
120
$5.07K 0.01%
150
-3,850
121
$4.74K 0.01%
83,900
+850
122
$4.72K 0.01%
1,707
+1
123
$4.61K 0.01%
350
+50
124
$3.63K 0.01%
300
125
$2.88K 0.01%
500
3 4
5
6 7