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
$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
126
$663 ﹤0.01%
+4,767
127
$655 ﹤0.01%
+4,807
128
$628 ﹤0.01%
+7,170
129
$627 ﹤0.01%
+15,260
130
$598 ﹤0.01%
+2,030
131
$596 ﹤0.01%
+8,956
132
$580 ﹤0.01%
+6,830
133
$555 ﹤0.01%
+2,376
134
$536 ﹤0.01%
+8,696
135
$500 ﹤0.01%
+19,840
136
$489 ﹤0.01%
+2,997
137
$483 ﹤0.01%
+5,818
138
$443 ﹤0.01%
+12,033
139
$440 ﹤0.01%
+23,450
140
$417 ﹤0.01%
+1,578
141
$414 ﹤0.01%
+3,626
142
$404 ﹤0.01%
+17,097
143
$402 ﹤0.01%
+22,500
144
$400 ﹤0.01%
+13,500
145
$395 ﹤0.01%
+6,807
146
$392 ﹤0.01%
+3,158
147
$392 ﹤0.01%
+6,732
148
$383 ﹤0.01%
+15,225
149
$380 ﹤0.01%
+1,046
150
$369 ﹤0.01%
+5,730
4 5
6
7 8