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
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$358K
3
+$68.5K
4
BA icon
Boeing
BA
+$62.9K
5
BAC icon
Bank of America
BAC
+$38.9K

Top Sells

1
+$37.9M
2
+$1.9M
3
+$1.84M
4
COST icon
Costco
COST
+$903K
5
DIS icon
Walt Disney
DIS
+$846K

Sector Composition

1 Technology 88.1%
2 Industrials 2.77%
3 Consumer Discretionary 1.34%
4 Communication Services 1.12%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$258 ﹤0.01%
2,822
-45
202
$257 ﹤0.01%
5,532
203
$249 ﹤0.01%
4,360
+600
204
$243 ﹤0.01%
3,480
205
$231 ﹤0.01%
3,000
206
$229 ﹤0.01%
4,830
-400
207
$229 ﹤0.01%
7,500
-30,220
208
$221 ﹤0.01%
1,600
-295
209
$218 ﹤0.01%
1,082
-129
210
$212 ﹤0.01%
1,578
-75
211
$211 ﹤0.01%
2,865
+1
212
$203 ﹤0.01%
6,573
-340
213
$201 ﹤0.01%
86,650
-9,250
214
$200 ﹤0.01%
2,790
-3,675
215
$195 ﹤0.01%
2,000
216
$191 ﹤0.01%
1,750
217
$179 ﹤0.01%
3,501
218
$177 ﹤0.01%
4,275
+300
219
$164 ﹤0.01%
2,800
220
$163 ﹤0.01%
2,628
221
$161 ﹤0.01%
+4
222
$160 ﹤0.01%
1,800
223
$153 ﹤0.01%
1,212
-100
224
$152 ﹤0.01%
15,632
-600
225
$151 ﹤0.01%
3,125
-200
7 8
9
10 11