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
$43.4M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$115K
3
+$59.8K
4
BA icon
Boeing
BA
+$47.3K
5
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$41.7K

Top Sells

1
+$452K
2
+$288K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$114K
5
T icon
AT&T
T
+$61.4K

Sector Composition

1 Technology 20.31%
2 Industrials 10.26%
3 Communication Services 8.52%
4 Healthcare 7.92%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.07K ﹤0.01%
57,645
+4,610
177
$2.03K ﹤0.01%
39,916
+7,577
178
$1.98K ﹤0.01%
40,063
-129
179
$1.85K ﹤0.01%
68,000
+250
180
$1.75K ﹤0.01%
18,617
-276
181
$1.62K ﹤0.01%
324
182
$1.53K ﹤0.01%
12,176
-280
183
$1.45K ﹤0.01%
3,374
+2,286
184
$1.45K ﹤0.01%
101,532
+15,950
185
$1.42K ﹤0.01%
23,850
+3,930
186
$1.41K ﹤0.01%
26,524
-143
187
$1.37K ﹤0.01%
1,888
-1
188
$1.33K ﹤0.01%
6,625
+31
189
$1.31K ﹤0.01%
11,973
+645
190
$1.2K ﹤0.01%
12,552
-852
191
$1.19K ﹤0.01%
3,041
-72
192
$1.15K ﹤0.01%
41,440
193
$1.14K ﹤0.01%
26
194
$1.13K ﹤0.01%
18,149
+10,240
195
$1.12K ﹤0.01%
4,820
-125
196
$1.11K ﹤0.01%
61,000
+35,475
197
$1.1K ﹤0.01%
1,921
-4
198
$986 ﹤0.01%
11,805
-1,490
199
$917 ﹤0.01%
7,125
200
$875 ﹤0.01%
8,903
+1,272
6 7
8
9 10