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
251
$124K 0.03%
430
252
$122K 0.03%
1,000
253
$120K 0.03%
2,500
+1,000
254
$120K 0.03%
2,353
255
$119K 0.03%
721
-100
256
$119K 0.03%
3,697
257
$116K 0.03%
1,800
258
$115K 0.03%
1,337
259
$115K 0.03%
1,200
260
$111K 0.03%
1,200
261
$108K 0.03%
4,050
262
$107K 0.03%
200
263
$106K 0.03%
1,210
264
$105K 0.03%
265
+130
265
$104K 0.03%
250
266
$103K 0.02%
1,894
267
$103K 0.02%
3,450
268
$101K 0.02%
1,000
269
$101K 0.02%
3,000
270
$100K 0.02%
1,651
+1
271
$100K 0.02%
2,793
272
$99.6K 0.02%
793
273
$99.6K 0.02%
+4,875
274
$98.4K 0.02%
+5,116
275
$97.9K 0.02%
+5,380
9 10
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