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
151
$1.52K ﹤0.01%
200
152
$1.48K ﹤0.01%
19,609
-54
153
$1.39K ﹤0.01%
11,999
+664
154
$1.36K ﹤0.01%
13,061
155
$1.3K ﹤0.01%
15,000
+4,925
156
$1.28K ﹤0.01%
31,075
+10,630
157
$1.26K ﹤0.01%
9,306
158
$1.2K ﹤0.01%
13,017
+818
159
$1.13K ﹤0.01%
44,100
+4,780
160
$1.13K ﹤0.01%
6,680
+277
161
$1.11K ﹤0.01%
1,000
162
$1.1K ﹤0.01%
14,992
-118
163
$1.1K ﹤0.01%
3,516
-23
164
$1.09K ﹤0.01%
44,875
-17,975
165
$1.09K ﹤0.01%
49,875
+850
166
$1.08K ﹤0.01%
9,411
+1,230
167
$1.05K ﹤0.01%
+9,470
168
$1.04K ﹤0.01%
9,857
+550
169
$1.02K ﹤0.01%
59
170
$983 ﹤0.01%
2,005
-20
171
$929 ﹤0.01%
18,644
+34
172
$907 ﹤0.01%
19,619
+750
173
$829 ﹤0.01%
11,817
+387
174
$826 ﹤0.01%
20,215
+780
175
$816 ﹤0.01%
1,308
5 6
7
8 9