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
101
$27.6K 0.06%
4,550
-100
102
$26.6K 0.06%
408
103
$26.4K 0.06%
600
+345
104
$24.4K 0.06%
3,100
+400
105
$24K 0.06%
1,000
106
$23.9K 0.06%
1,559
+49
107
$21.3K 0.05%
16,851
+61
108
$21.1K 0.05%
82
-25
109
$20.3K 0.05%
317,820
+4,100
110
$20.1K 0.05%
316
+10
111
$20.1K 0.05%
12
112
$20K 0.05%
386
113
$20K 0.05%
200
114
$18K 0.04%
12,800
+5,600
115
$17.5K 0.04%
3,918
116
$16.8K 0.04%
600
117
$16.5K 0.04%
3,000
118
$16.4K 0.04%
3,045
+46
119
$15.9K 0.04%
1,209
-100
120
$15.5K 0.04%
52
121
$15.2K 0.04%
210
122
$15.1K 0.03%
500
-50
123
$13.2K 0.03%
154,900
+35,875
124
$12.7K 0.03%
420
125
$12.4K 0.03%
4,325
-100
3 4
5
6 7