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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$2.48M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$559K
5
BABA icon
Alibaba
BABA
+$495K

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.7%
2 Healthcare 2.69%
3 Consumer Discretionary 1.04%
4 Communication Services 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$128M 87.5%
+2,160,348
2
$2.48M 1.69%
+10,700
3
$1.98M 1.35%
+240,676
4
$559K 0.38%
+81,380
5
$495K 0.34%
+19,848
6
$450K 0.31%
+41,470
7
$406K 0.28%
+36,834
8
$377K 0.26%
+33,036
9
$299K 0.2%
+34,693
10
$292K 0.2%
+43,305
11
$264K 0.18%
+15,621
12
$257K 0.18%
+22,602
13
$240K 0.16%
+31,391
14
$235K 0.16%
+82,636
15
$234K 0.16%
+29,286
16
$203K 0.14%
+5,700
17
$195K 0.13%
+106,152
18
$182K 0.12%
+4,500
19
$174K 0.12%
+9,655
20
$173K 0.12%
+10,794
21
$169K 0.12%
+3,800
22
$150K 0.1%
+30
23
$147K 0.1%
+66,853
24
$144K 0.1%
+57,771
25
$143K 0.1%
+43,644
1
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