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
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$402K
3
+$328K
4
BAC icon
Bank of America
BAC
+$169K
5
NVDA icon
NVIDIA
NVDA
+$154K

Top Sells

1
+$191K
2
+$62.8K
3
+$50.8K
4
BABA icon
Alibaba
BABA
+$40.8K
5
LVS icon
Las Vegas Sands
LVS
+$37.2K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.5K 0.03%
1,320
152
$11.1K 0.03%
+500
153
$10.9K 0.03%
2,000
154
$10.7K 0.03%
386
155
$10.6K 0.03%
990
-50
156
$9.48K 0.02%
1,728
157
$9.21K 0.02%
51,324
+2,902
158
$8.93K 0.02%
111
159
$8.91K 0.02%
4,000
160
$8.7K 0.02%
377,470
+48,135
161
$8.65K 0.02%
+600
162
$8.46K 0.02%
693
-200
163
$8.44K 0.02%
968
164
$8.17K 0.02%
29,605
-5,300
165
$7.49K 0.02%
704,789
+69,300
166
$6.97K 0.02%
2,370
-1,550
167
$6.83K 0.02%
516
+50
168
$6.81K 0.02%
300
169
$6.73K 0.02%
75
170
$6.03K 0.01%
3,660
171
$5.66K 0.01%
187
+45
172
$5.64K 0.01%
4,100
173
$5.32K 0.01%
400
+100
174
$5K 0.01%
19,550
+1,650
175
$4.92K 0.01%
44,170
+3,251
5 6
7
8 9