WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
1
$10.3M 5.6%
152,170
+25,079
2
$10.1M 5.49%
72,018
+7,145
3
$8.37M 4.53%
76,744
-4,147
4
$7.07M 3.83%
162,228
+2,200
5
$6.75M 3.66%
21,908
6
$4.81M 2.61%
46,122
-150
7
$3.78M 2.05%
50,141
-372
8
$3.57M 1.94%
74,667
+7,336
9
$3.41M 1.85%
20,953
+340
10
$3.32M 1.8%
26,496
+900
11
$2.94M 1.59%
39,541
+2,820
12
$2.59M 1.4%
30,903
+572
13
$2.21M 1.2%
13,774
+464
14
$1.98M 1.07%
22,389
+111
15
$1.96M 1.06%
69,070
+4,905
16
$1.96M 1.06%
35,340
-360
17
$1.9M 1.03%
31,969
+8,820
18
$1.8M 0.97%
9,947
+615
19
$1.66M 0.9%
29,860
-160
20
$1.65M 0.89%
8,745
-26
21
$1.63M 0.88%
6,074
-22
22
$1.58M 0.85%
25,300
-400
23
$1.57M 0.85%
60,760
+4,480
24
$1.54M 0.83%
12,222
+3,025
25
$1.52M 0.82%
25,412
+150
1
2 3 4 5