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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$77.7K
3
+$66.1K
4
WELL icon
Welltower
WELL
+$64.6K
5
RTX icon
RTX Corp
RTX
+$52.2K

Top Sells

1
+$74.4M
2
+$1.03M
3
+$130K
4
CHL
China Mobile Limited
CHL
+$108K
5
QCOM icon
Qualcomm
QCOM
+$96.5K

Sector Composition

1 Technology 21.5%
2 Industrials 12.96%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.81K 0.01%
100
127
$2.79K 0.01%
75
128
$2.79K 0.01%
1,156
+1,006
129
$2.44K 0.01%
10,440
-1,253
130
$2.31K 0.01%
9,944
-1,504
131
$2.25K 0.01%
26,115
+375
132
$2.22K 0.01%
30,888
-187
133
$2.21K 0.01%
13,981
+1,208
134
$2.19K 0.01%
75
135
$2.17K 0.01%
200
136
$2.07K 0.01%
250
137
$2.03K 0.01%
31,391
-619
138
$1.88K 0.01%
13,073
-1,295
139
$1.83K 0.01%
26
140
$1.76K ﹤0.01%
28,433
-2,749
141
$1.71K ﹤0.01%
20,480
+871
142
$1.63K ﹤0.01%
55,690
+11,590
143
$1.6K ﹤0.01%
13,702
+1,703
144
$1.52K ﹤0.01%
10,027
+721
145
$1.5K ﹤0.01%
14,210
+1,193
146
$1.47K ﹤0.01%
12,536
-525
147
$1.45K ﹤0.01%
9,301
-110
148
$1.42K ﹤0.01%
56,225
+6,350
149
$1.39K ﹤0.01%
6,689
+9
150
$1.29K ﹤0.01%
8,625
-845
4 5
6
7 8