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
$41.8M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$402K
3
+$328K
4
BAC icon
Bank of America
BAC
+$169K
5
NVDA icon
NVIDIA
NVDA
+$154K

Top Sells

1
+$191K
2
+$62.8K
3
+$50.8K
4
BABA icon
Alibaba
BABA
+$40.8K
5
LVS icon
Las Vegas Sands
LVS
+$37.2K

Sector Composition

1 Technology 24.41%
2 Industrials 10.09%
3 Healthcare 7.09%
4 Consumer Discretionary 6.83%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.42K ﹤0.01%
3,975
+527
202
$1.42K ﹤0.01%
68,395
+750
203
$1.35K ﹤0.01%
2,678
-76
204
$1.31K ﹤0.01%
10,022
-196
205
$1.26K ﹤0.01%
12,317
+73
206
$1.24K ﹤0.01%
28,161
+152
207
$1.22K ﹤0.01%
24,449
+16,554
208
$1.19K ﹤0.01%
71,285
+1,195
209
$1.17K ﹤0.01%
32,090
+8,797
210
$1.13K ﹤0.01%
94,452
-580
211
$1.1K ﹤0.01%
66,331
+10,022
212
$1.07K ﹤0.01%
13,216
213
$1.04K ﹤0.01%
14
214
– –
0
215
$1.02K ﹤0.01%
4,542
-40
216
$1.01K ﹤0.01%
28,907
+1,425
217
$904 ﹤0.01%
11,374
+1,154
218
$896 ﹤0.01%
44,767
+590
219
$895 ﹤0.01%
2,768
+125
220
$848 ﹤0.01%
15,652
+8,100
221
$805 ﹤0.01%
17,589
+13,750
222
$762 ﹤0.01%
10,359
223
$756 ﹤0.01%
9,962
+175
224
$739 ﹤0.01%
10,274
+2,043
225
$739 ﹤0.01%
1,100
7 8
9
10 11