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
201
$210 ﹤0.01%
+2,864
202
$206 ﹤0.01%
+8,600
203
$201 ﹤0.01%
+1,895
204
$195 ﹤0.01%
+47,750
205
$195 ﹤0.01%
+5,532
206
$193 ﹤0.01%
+27,060
207
$192 ﹤0.01%
+3,000
208
$190 ﹤0.01%
+3,760
209
$189 ﹤0.01%
+1,211
210
$175 ﹤0.01%
+3,501
211
$171 ﹤0.01%
+26,525
212
$169 ﹤0.01%
+1,653
213
$168 ﹤0.01%
+5,230
214
$162 ﹤0.01%
+1,401
215
$162 ﹤0.01%
+3,325
216
$159 ﹤0.01%
+2,628
217
$157 ﹤0.01%
+16,232
218
$157 ﹤0.01%
+5,000
219
$152 ﹤0.01%
+1,008
220
$152 ﹤0.01%
+2,800
221
$149 ﹤0.01%
+2,000
222
$148 ﹤0.01%
+2,024
223
$144 ﹤0.01%
+12,400
224
$143 ﹤0.01%
+1,750
225
$141 ﹤0.01%
+4,950
7 8
9
10 11