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
$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
1
$5.55M 13.28%
107,746
+881
2
$3.59M 8.59%
11,048
-193
3
$1.53M 3.66%
43,717
+15,903
4
$850K 2.03%
27,125
+4,208
5
$756K 1.81%
25,725
+1,481
6
$751K 1.79%
156,975
+21,440
7
$670K 1.6%
40,594
-1,767
8
$622K 1.49%
40,932
+8,212
9
$576K 1.38%
12,558
-149
10
$570K 1.36%
44,151
+13,100
11
$567K 1.36%
55,209
-579
12
$559K 1.34%
12,941
+1,232
13
$552K 1.32%
18,847
+595
14
$544K 1.3%
33,007
+3,347
15
$500K 1.2%
36,165
+1,790
16
$480K 1.15%
26,921
+360
17
$432K 1.03%
81,206
+673
18
$404K 0.97%
79,178
+8,944
19
$402K 0.96%
+6,400
20
$400K 0.96%
22,980
-350
21
$388K 0.93%
16,539
+2,835
22
$380K 0.91%
16,684
-500
23
$369K 0.88%
16,730
+2,568
24
$328K 0.78%
+17,400
25
$323K 0.77%
9,819
+81
1
2 3 4 5