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
151
$1.01K ﹤0.01%
+9,364
152
$989 ﹤0.01%
+19,010
153
$910 ﹤0.01%
+14,091
154
$908 ﹤0.01%
+18,582
155
$896 ﹤0.01%
+3,594
156
$881 ﹤0.01%
+11,042
157
$873 ﹤0.01%
+33,670
158
$856 ﹤0.01%
+15,612
159
$779 ﹤0.01%
+2,400
160
$751 ﹤0.01%
+39,365
161
$722 ﹤0.01%
+8,051
162
$669 ﹤0.01%
+82,225
163
$646 ﹤0.01%
+2,030
164
$641 ﹤0.01%
+11,879
165
$626 ﹤0.01%
+4,475
166
$611 ﹤0.01%
+39,430
167
$554 ﹤0.01%
+16,119
168
$530 ﹤0.01%
+30,532
169
$529 ﹤0.01%
+1,673
170
$508 ﹤0.01%
+6,570
171
$496 ﹤0.01%
+5,818
172
$496 ﹤0.01%
+13,904
173
$494 ﹤0.01%
+1,134
174
$479 ﹤0.01%
+25,308
175
$477 ﹤0.01%
+37,720
5 6
7
8 9