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
$40.6M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$265K
3
+$106K
4
AMZN icon
Amazon
AMZN
+$78.4K
5
SNOW icon
Snowflake
SNOW
+$76.6K

Top Sells

1
+$402K
2
+$132K
3
+$83.5K
4
AMGN icon
Amgen
AMGN
+$81.4K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$79.4K

Sector Composition

1 Technology 22.99%
2 Industrials 11.68%
3 Healthcare 7.65%
4 Consumer Discretionary 6.24%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$184 ﹤0.01%
2,000
277
$179 ﹤0.01%
2,510
278
$176 ﹤0.01%
5,248
+3,428
279
$175 ﹤0.01%
4,705
280
$166 ﹤0.01%
4,756
281
$164 ﹤0.01%
946
+700
282
$163 ﹤0.01%
3,100
283
$163 ﹤0.01%
801
+440
284
$161 ﹤0.01%
3,000
285
$161 ﹤0.01%
614
286
$159 ﹤0.01%
2,000
287
$152 ﹤0.01%
1,000
288
$148 ﹤0.01%
3,760
289
$147 ﹤0.01%
258
290
$147 ﹤0.01%
709
+156
291
$141 ﹤0.01%
833
+102
292
$140 ﹤0.01%
2,502
293
$140 ﹤0.01%
1,460
+200
294
$138 ﹤0.01%
1,191
295
$133 ﹤0.01%
7,218
296
$132 ﹤0.01%
2,832
297
$131 ﹤0.01%
719
298
$126 ﹤0.01%
1,337
299
$118 ﹤0.01%
1,750
300
$118 ﹤0.01%
1,000
10 11
12
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