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
$36.5M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$77.7K
3
+$66.1K
4
WELL icon
Welltower
WELL
+$64.6K
5
RTX icon
RTX Corp
RTX
+$52.2K

Top Sells

1
+$74.4M
2
+$1.03M
3
+$130K
4
CHL
China Mobile Limited
CHL
+$108K
5
QCOM icon
Qualcomm
QCOM
+$96.5K

Sector Composition

1 Technology 21.5%
2 Industrials 12.96%
3 Communication Services 8.08%
4 Healthcare 7.56%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$633 ﹤0.01%
7,352
+3
177
$596 ﹤0.01%
3,400
-1,250
178
$592 ﹤0.01%
8,735
-992
179
$587 ﹤0.01%
25,348
-1,575
180
$556 ﹤0.01%
6,450
-700
181
$553 ﹤0.01%
2,355
-75
182
$514 ﹤0.01%
7,060
+1,700
183
$513 ﹤0.01%
5,818
184
$507 ﹤0.01%
9,410
+240
185
$489 ﹤0.01%
71,325
+9,175
186
$467 ﹤0.01%
3,055
187
$433 ﹤0.01%
7,399
+775
188
$389 ﹤0.01%
1,097
-10
189
$376 ﹤0.01%
1,500
190
$375 ﹤0.01%
7,950
-1,000
191
$371 ﹤0.01%
2,503
192
$370 ﹤0.01%
12,850
+2,000
193
$364 ﹤0.01%
1,372
+19
194
$359 ﹤0.01%
5,930
-175
195
$359 ﹤0.01%
15,607
-16,775
196
$352 ﹤0.01%
2,936
+1
197
$344 ﹤0.01%
645
198
$342 ﹤0.01%
5,573
+338
199
$332 ﹤0.01%
889
+1
200
$331 ﹤0.01%
1,750
6 7
8
9 10