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
$220M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$295K
3
+$155K
4
WMT icon
Walmart
WMT
+$145K
5
CVS icon
CVS Health
CVS
+$123K

Top Sells

1
+$175K
2
+$29.5K
3
+$27.2K
4
BLNK icon
Blink Charging
BLNK
+$17K
5
HA
Hawaiian Holdings, Inc.
HA
+$17K

Sector Composition

1 Technology 87.83%
2 Industrials 2.15%
3 Consumer Discretionary 1.39%
4 Communication Services 1.11%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.66K ﹤0.01%
304
+100
127
$4.6K ﹤0.01%
83,050
+1,000
128
$4.34K ﹤0.01%
500
129
$4.03K ﹤0.01%
1,706
130
$3.9K ﹤0.01%
300
131
$3.21K ﹤0.01%
605,049
-125,175
132
$2.99K ﹤0.01%
26
133
$2.97K ﹤0.01%
500
134
$2.71K ﹤0.01%
+75
135
$2.33K ﹤0.01%
300
136
$2.3K ﹤0.01%
11,693
-33
137
$2.23K ﹤0.01%
25,740
+1,250
138
$2.15K ﹤0.01%
+2,700
139
$2.12K ﹤0.01%
+100
140
$2.08K ﹤0.01%
12,773
+271
141
$2K ﹤0.01%
11,448
-64
142
$1.96K ﹤0.01%
690
+500
143
$1.92K ﹤0.01%
+100
144
$1.8K ﹤0.01%
14,368
-325
145
$1.79K ﹤0.01%
75
146
$1.79K ﹤0.01%
+250
147
$1.72K ﹤0.01%
1
148
$1.67K ﹤0.01%
32,010
-15
149
$1.65K ﹤0.01%
31,182
+785
150
$1.57K ﹤0.01%
500
4 5
6
7 8