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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$2.48M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$559K
5
BABA icon
Alibaba
BABA
+$495K

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.37K ﹤0.01%
+500
127
$4.52K ﹤0.01%
+850
128
$4.5K ﹤0.01%
+10,075
129
$4.37K ﹤0.01%
+4,702
130
$4.18K ﹤0.01%
+400
131
$4.04K ﹤0.01%
+500
132
$3.31K ﹤0.01%
+300
133
$3.17K ﹤0.01%
+3,750
134
$2.75K ﹤0.01%
+1,200
135
$2.47K ﹤0.01%
+620
136
$2.19K ﹤0.01%
+300
137
$2.14K ﹤0.01%
+24,690
138
$2.04K ﹤0.01%
+200
139
$2.01K ﹤0.01%
+12,169
140
$1.75K ﹤0.01%
+1
141
$1.68K ﹤0.01%
+250,445
142
$1.49K ﹤0.01%
+32,590
143
$1.36K ﹤0.01%
+13,272
144
$1.31K ﹤0.01%
+32,311
145
$1.22K ﹤0.01%
+596,474
146
$1.21K ﹤0.01%
+12,592
147
$1.19K ﹤0.01%
+10,527
148
$1.18K ﹤0.01%
+13,078
149
$1.14K ﹤0.01%
+6,437
150
$1.11K ﹤0.01%
+14,773
4 5
6
7 8