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
$45.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$2.88M
3
+$576K
4
AMZN icon
Amazon
AMZN
+$482K
5
GILD icon
Gilead Sciences
GILD
+$228K

Top Sells

No sells this quarter

Sector Composition

1 Technology 79.94%
2 Industrials 6.59%
3 Communication Services 2.37%
4 Consumer Discretionary 2.34%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.4M 78.36%
+871,240
2
$2.88M 6.37%
+23,453
3
$576K 1.27%
+42,600
4
$482K 1.07%
+27,700
5
$228K 0.5%
+38,884
6
$227K 0.5%
+25,032
7
$202K 0.45%
+23,003
8
$199K 0.44%
+9,106
9
$199K 0.44%
+11,647
10
$186K 0.41%
+10,126
11
$185K 0.41%
+175,460
12
$182K 0.4%
+13,843
13
$177K 0.39%
+28,191
14
$158K 0.35%
+7,754
15
$148K 0.33%
+4,234
16
$134K 0.3%
+2,250
17
$120K 0.27%
+14,422
18
$116K 0.26%
+16,510
19
$114K 0.25%
+10,561
20
$112K 0.25%
+5,561
21
$109K 0.24%
+50,946
22
$104K 0.23%
+75,132
23
$97.4K 0.22%
+10,172
24
$95K 0.21%
+6,000
25
$93.8K 0.21%
+13,806
1
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