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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.7K 0.03%
968
127
$11.3K 0.03%
4,100
128
$11K 0.03%
320
129
$11K 0.03%
4,000
130
$10.8K 0.03%
326
131
$10.8K 0.02%
2,100
132
$10.6K 0.02%
1,611
133
$10.3K 0.02%
916
134
$9.98K 0.02%
75
135
$9.86K 0.02%
2,202
-117
136
$9.81K 0.02%
127
137
$9.6K 0.02%
1,491
-1,029
138
$9.54K 0.02%
42,986
-1,436
139
$9.01K 0.02%
14,850
+2,750
140
$8.89K 0.02%
+2,000
141
$8.62K 0.02%
1,100
142
$8.06K 0.02%
2,150
-1,300
143
$8.05K 0.02%
600
144
$8.01K 0.02%
300
+150
145
$7.23K 0.02%
667
146
$7.11K 0.02%
100
147
$6.94K 0.02%
763
+50
148
$6.73K 0.02%
15,908
+307
149
$6.6K 0.02%
372
+97
150
$6.53K 0.02%
4,720
+200
4 5
6
7 8