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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$900K
4
W icon
Wayfair
W
+$693K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$642K

Top Sells

1
+$452K
2
+$209K
3
+$201K
4
QCOM icon
Qualcomm
QCOM
+$166K
5
GE icon
GE Aerospace
GE
+$146K

Sector Composition

1 Technology 12.77%
2 Industrials 10.67%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$151K 0.08%
1,008
177
$151K 0.08%
1,734
-14
178
$150K 0.08%
595
+45
179
$150K 0.08%
3,479
180
$149K 0.08%
2,550
181
$147K 0.08%
3,200
182
$147K 0.08%
5,400
+400
183
$147K 0.08%
2,640
+1,140
184
$145K 0.08%
1,418
185
$142K 0.08%
2,500
+1,237
186
$140K 0.08%
1,793
187
$139K 0.08%
2,427
188
$139K 0.08%
2,858
189
$135K 0.07%
5,850
190
$134K 0.07%
1,608
-30
191
$132K 0.07%
716
-22
192
$132K 0.07%
2,534
+140
193
$131K 0.07%
3,200
+3,000
194
$130K 0.07%
1,198
195
$128K 0.07%
880
-5
196
$124K 0.07%
4,200
+1,200
197
$122K 0.07%
2,650
198
$121K 0.07%
2,000
199
$120K 0.06%
2,353
200
$119K 0.06%
500
-100
6 7
8
9 10