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
126
$3.17K ﹤0.01%
82,050
+34,300
127
$2.96K ﹤0.01%
300
128
$2.88K ﹤0.01%
+500
129
$2.86K ﹤0.01%
26
-4
130
$2.58K ﹤0.01%
500
-500
131
$2.52K ﹤0.01%
1
132
$2.12K ﹤0.01%
24,490
-200
133
$2.05K ﹤0.01%
12,502
+333
134
$2.04K ﹤0.01%
11,726
-866
135
$2.03K ﹤0.01%
+75
136
$1.88K ﹤0.01%
+667
137
$1.81K ﹤0.01%
32,025
-565
138
$1.72K ﹤0.01%
11,512
-1,760
139
$1.64K ﹤0.01%
200
+100
140
$1.46K ﹤0.01%
500
-36,334
141
$1.45K ﹤0.01%
19,663
+5,572
142
$1.45K ﹤0.01%
30,397
-1,914
143
$1.44K ﹤0.01%
14,693
-80
144
$1.41K ﹤0.01%
+1,000
145
$1.36K ﹤0.01%
+1,000
146
$1.31K ﹤0.01%
11,335
+808
147
$1.27K ﹤0.01%
9,306
-58
148
$1.2K ﹤0.01%
6,403
-34
149
$1.2K ﹤0.01%
13,061
-17
150
$1.12K ﹤0.01%
62,850
-19,375
4 5
6
7 8