WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
-13.45%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.67%
Holding
685
New
680
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$128M |
| 2 |
CRON
Cronos Group
CRON
|
$2.48M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.98M |
| 4 |
Amazon
AMZN
|
$559K |
| 5 |
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% |
