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
$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
1
$5.91M 13.63%
111,878
-8,549
2
$3.75M 8.66%
14,283
3
$1.59M 3.66%
36,580
-940
4
$1.58M 3.63%
27,920
-2,020
5
$1.2M 2.76%
87,621
-21,081
6
$780K 1.8%
52,034
-2,000
7
$684K 1.58%
27,493
-766
8
$670K 1.54%
61,893
-3,709
9
$665K 1.53%
26,870
-2,388
10
$663K 1.53%
16,695
+92
11
$660K 1.52%
16,572
-570
12
$625K 1.44%
20,152
+888
13
$609K 1.4%
27,943
+1,845
14
$531K 1.22%
10,774
-775
15
$527K 1.21%
24,860
-2,240
16
$520K 1.2%
8,854
-2,165
17
$509K 1.17%
13,229
-15
18
$508K 1.17%
79,188
-2,304
19
$497K 1.15%
31,703
-1,100
20
$479K 1.1%
41,867
+300
21
$474K 1.09%
22,359
+1,394
22
$439K 1.01%
23,710
-2,000
23
$430K 0.99%
14,073
-700
24
$416K 0.96%
9,622
+531
25
$365K 0.84%
97,586
+7,060
1
2 3 4 5