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
$43.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$85.8K
2
+$80.5K
3
+$66.2K
4
COIN icon
Coinbase
COIN
+$50.7K
5
PFE icon
Pfizer
PFE
+$38.3K

Top Sells

1
+$728K
2
+$253K
3
+$67K
4
CAT icon
Caterpillar
CAT
+$60.4K
5
AMZN icon
Amazon
AMZN
+$50.3K

Sector Composition

1 Technology 19.66%
2 Industrials 10.36%
3 Communication Services 8.49%
4 Consumer Discretionary 8.44%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.96K 0.01%
300
152
$4.9K 0.01%
559,249
+18,100
153
$4.11K 0.01%
2,938
+57
154
$3.7K 0.01%
101,800
+15,275
155
$3.4K 0.01%
11,665
+280
156
$3.31K 0.01%
1,591
+104
157
$3.29K 0.01%
500
158
$3.02K 0.01%
9,466
+690
159
$2.91K 0.01%
26
160
$2.88K 0.01%
29,645
-2,950
161
$2.73K 0.01%
35,563
+5,200
162
$2.72K 0.01%
19,792
+197
163
$2.53K 0.01%
53,035
+285
164
$2.41K 0.01%
28,005
+2,992
165
$2.17K 0.01%
14,026
-47
166
$2.1K ﹤0.01%
14,545
-10
167
$2.07K ﹤0.01%
520
168
$2.06K ﹤0.01%
16,819
+2,072
169
$1.99K ﹤0.01%
40,192
+4,024
170
$1.87K ﹤0.01%
67,750
+8,625
171
$1.84K ﹤0.01%
18,893
-225
172
$1.67K ﹤0.01%
32,339
+4,425
173
$1.64K ﹤0.01%
324
174
$1.56K ﹤0.01%
6,594
-125
175
$1.55K ﹤0.01%
12,456
-80
5 6
7
8 9