WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$936K
3
+$880K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$796K
5
SMCI icon
Super Micro Computer
SMCI
+$622K

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.04M
4
UBER icon
Uber
UBER
+$809K
5
META icon
Meta Platforms (Facebook)
META
+$746K

Sector Composition

1 Technology 17.93%
2 Healthcare 7.88%
3 Industrials 6.41%
4 Communication Services 5.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$176K 0.04%
2,453
227
$173K 0.04%
614
228
$165K 0.04%
12,400
229
$164K 0.04%
7,580
+352
230
$163K 0.04%
1,350
231
$159K 0.04%
3,650
-600
232
$158K 0.04%
693
233
$156K 0.04%
1,190
+370
234
$155K 0.04%
3,428
-800
235
$153K 0.04%
4,500
+1,900
236
$151K 0.04%
2,000
237
$149K 0.04%
2,813
+150
238
$147K 0.04%
2,305
+150
239
$141K 0.03%
2,120
+1
240
$141K 0.03%
738
241
$139K 0.03%
7,218
242
$135K 0.03%
550
243
$135K 0.03%
2,119
-288
244
$134K 0.03%
175
245
$133K 0.03%
719
246
$132K 0.03%
2,502
247
$132K 0.03%
4,500
248
$127K 0.03%
856
-61
249
$125K 0.03%
+1,141
250
$125K 0.03%
+400
8 9
10
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