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
201
$117K 0.06%
2,850
+250
202
$115K 0.06%
1,343
203
$112K 0.06%
850
204
$112K 0.06%
2,038
-73
205
$110K 0.06%
2,116
206
$109K 0.06%
4,845
+450
207
$107K 0.06%
1,600
+900
208
$107K 0.06%
+6,894
209
$106K 0.06%
2,700
210
$104K 0.06%
5,675
211
$104K 0.06%
3,000
212
$103K 0.06%
+6,000
213
$103K 0.06%
5,924
+19
214
$102K 0.06%
1,650
+125
215
$102K 0.06%
2,122
+8
216
$102K 0.06%
1,601
+1
217
$101K 0.06%
17,490
+15,692
218
$101K 0.06%
802
219
$99K 0.05%
280
220
$98.7K 0.05%
708
221
$96.9K 0.05%
2,960
222
$96K 0.05%
2,432
223
$94.9K 0.05%
1,209
224
$94.2K 0.05%
1,094
225
$93.8K 0.05%
1,313
7 8
9
10 11