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
$43.8M
AUM Growth
+$463K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$93.2K
2
+$90K
3
+$79.4K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$51.6K
5
META icon
Meta Platforms (Facebook)
META
+$49.1K

Top Sells

1
+$2.81M
2
+$77.8K
3
+$56.1K
4
T icon
AT&T
T
+$41.7K
5
SNOW icon
Snowflake
SNOW
+$37.6K

Sector Composition

1 Technology 20.36%
2 Industrials 10.14%
3 Communication Services 8.5%
4 Healthcare 7.91%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$219 ﹤0.01%
3,000
252
$216 ﹤0.01%
2,788
253
$216 ﹤0.01%
1,996
+215
254
$198 ﹤0.01%
3,837
+87
255
$197 ﹤0.01%
2,516
+102
256
$190 ﹤0.01%
4,756
257
$187 ﹤0.01%
+7,218
258
$176 ﹤0.01%
2,656
+1
259
$175 ﹤0.01%
+791
260
$173 ﹤0.01%
239
-25
261
$172 ﹤0.01%
503
262
$164 ﹤0.01%
650
+227
263
$162 ﹤0.01%
40,200
264
$155 ﹤0.01%
1,200
265
$155 ﹤0.01%
2,000
266
$152 ﹤0.01%
1,289
+4
267
$151 ﹤0.01%
550
268
$144 ﹤0.01%
1,550
269
$144 ﹤0.01%
897
270
$142 ﹤0.01%
856
-110
271
$142 ﹤0.01%
1,260
272
$136 ﹤0.01%
2,453
+1
273
$128 ﹤0.01%
2,195
274
$125 ﹤0.01%
579
275
$125 ﹤0.01%
2,259
+351
9 10
11
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