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
151
$1.28K ﹤0.01%
13,136
+2,641
152
$1.24K ﹤0.01%
500
153
$1.17K ﹤0.01%
14,173
-819
154
$1.16K ﹤0.01%
3,302
-214
155
$1.12K ﹤0.01%
9,862
+5
156
$1.09K ﹤0.01%
11,817
157
$1.07K ﹤0.01%
22,744
+3,975
158
$1.04K ﹤0.01%
50,045
-450
159
$1.02K ﹤0.01%
19,567
-52
160
$953 ﹤0.01%
80,432
+57,100
161
$940 ﹤0.01%
20,410
+195
162
$932 ﹤0.01%
18,722
+78
163
$928 ﹤0.01%
9,034
-993
164
$920 ﹤0.01%
1,840
-165
165
$908 ﹤0.01%
1,374
+66
166
$896 ﹤0.01%
6,370
-100
167
$841 ﹤0.01%
4,950
168
$819 ﹤0.01%
28,525
-16,350
169
$817 ﹤0.01%
33,232
170
$815 ﹤0.01%
4,300
171
$764 ﹤0.01%
18,900
-1,300
172
$750 ﹤0.01%
31,462
-2,146
173
$689 ﹤0.01%
3,820
-125
174
$659 ﹤0.01%
4,409
-103
175
$649 ﹤0.01%
+5,965
5 6
7
8 9