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
201
$852 ﹤0.01%
4,175
-125
202
$851 ﹤0.01%
674
203
$844 ﹤0.01%
18,490
204
$816 ﹤0.01%
29,832
-400
205
$814 ﹤0.01%
35,290
+2,555
206
$798 ﹤0.01%
6,350
+250
207
$774 ﹤0.01%
5,795
-170
208
$737 ﹤0.01%
34,137
+228
209
$700 ﹤0.01%
8,759
210
$657 ﹤0.01%
11,537
+401
211
$652 ﹤0.01%
9,969
+20
212
$640 ﹤0.01%
6,910
213
$628 ﹤0.01%
3,085
-10
214
$597 ﹤0.01%
4,203
-119
215
$565 ﹤0.01%
10,688
+3,038
216
$550 ﹤0.01%
6,443
+200
217
$549 ﹤0.01%
7,477
-96
218
$531 ﹤0.01%
27,792
+4,650
219
$511 ﹤0.01%
3,106
220
$509 ﹤0.01%
8,950
221
$469 ﹤0.01%
4,078
+1
222
$441 ﹤0.01%
1,500
223
$425 ﹤0.01%
7,083
+1,498
224
$396 ﹤0.01%
6,340
225
$385 ﹤0.01%
1,175
-364
7 8
9
10 11