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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$2.48M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$559K
5
BABA icon
Alibaba
BABA
+$495K

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$460 ﹤0.01%
+8,043
177
$433 ﹤0.01%
+19,675
178
$404 ﹤0.01%
+7,257
179
$375 ﹤0.01%
+1,107
180
$355 ﹤0.01%
+3,621
181
$344 ﹤0.01%
+6,124
182
$341 ﹤0.01%
+7,450
183
$320 ﹤0.01%
+30,282
184
$315 ﹤0.01%
+2,625
185
$283 ﹤0.01%
+2,334
186
$273 ﹤0.01%
+3,055
187
$272 ﹤0.01%
+6,105
188
$270 ﹤0.01%
+5,180
189
$269 ﹤0.01%
+8,471
190
$265 ﹤0.01%
+12,371
191
$261 ﹤0.01%
+4,220
192
$258 ﹤0.01%
+18,342
193
$258 ﹤0.01%
+10,227
194
$253 ﹤0.01%
+3,480
195
$248 ﹤0.01%
+1,332
196
$231 ﹤0.01%
+60,650
197
$226 ﹤0.01%
+2,867
198
$226 ﹤0.01%
+1,500
199
$214 ﹤0.01%
+6,913
200
$212 ﹤0.01%
+4,650
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