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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.42K 0.01%
100
152
$6.07K 0.01%
300
153
$5.82K 0.01%
+75
154
$5.59K 0.01%
1,607
-100
155
$4.98K 0.01%
350
156
$4.29K 0.01%
2,987
+49
157
$4.16K 0.01%
+550
158
$4.01K 0.01%
556,549
-2,700
159
$3.88K 0.01%
300
160
$3.29K 0.01%
9,381
-85
161
$3.23K 0.01%
27,789
-1,856
162
$3.13K 0.01%
500
163
$3.05K 0.01%
105,300
+3,500
164
$2.97K 0.01%
11,425
-240
165
$2.79K 0.01%
1,591
166
$2.69K 0.01%
19,462
-330
167
$2.42K 0.01%
38,293
+2,730
168
$2.42K 0.01%
13,981
-45
169
– –
0
170
$2.37K 0.01%
+50
171
$2.36K 0.01%
20,057
+3,238
172
$2.34K 0.01%
27,161
-844
173
$2.16K 0.01%
14,979
+434
174
$2.13K ﹤0.01%
26
175
$2.09K ﹤0.01%
520
5 6
7
8 9