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
151
$1.11K ﹤0.01%
12,199
+1,157
152
$1.04K ﹤0.01%
49,025
+9,660
153
$1.04K ﹤0.01%
3,539
-55
154
$1.01K ﹤0.01%
15,110
-502
155
$931 ﹤0.01%
9,307
+25
156
$930 ﹤0.01%
20,445
+1,435
157
$928 ﹤0.01%
18,610
+28
158
$925 ﹤0.01%
39,320
+5,650
159
$918 ﹤0.01%
8,181
+130
160
$909 ﹤0.01%
26,756
-6,425
161
$907 ﹤0.01%
59
+50
162
$881 ﹤0.01%
2,025
-5
163
$780 ﹤0.01%
11,430
-2,381
164
$735 ﹤0.01%
18,869
+2,750
165
$734 ﹤0.01%
19,435
+14,435
166
$724 ﹤0.01%
6,470
-100
167
$709 ﹤0.01%
+1,000
168
$707 ﹤0.01%
38,680
-750
169
$667 ﹤0.01%
1,308
+174
170
$659 ﹤0.01%
4,300
-175
171
$641 ﹤0.01%
10,585
-1,294
172
$579 ﹤0.01%
33,232
+2,700
173
$575 ﹤0.01%
4,445
-1,800
174
$564 ﹤0.01%
19,375
-300
175
$513 ﹤0.01%
5,818
5 6
7
8 9