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
276
$97.7K 0.02%
572
+133
277
$94.7K 0.02%
2,760
278
$94.2K 0.02%
1,114
+12
279
$93.4K 0.02%
717
280
$92.6K 0.02%
3,982
+632
281
$90.3K 0.02%
441
-99
282
$90.1K 0.02%
319
283
$89.5K 0.02%
650
284
$88.9K 0.02%
560
+25
285
$87.3K 0.02%
2,708
-1,021
286
$85.4K 0.02%
5,662
+1,550
287
$84.7K 0.02%
500
288
$84.2K 0.02%
270
+170
289
$84.1K 0.02%
400
+25
290
$84K 0.02%
252
291
$83.7K 0.02%
1,444
292
$81.1K 0.02%
306
-175
293
$79K 0.02%
530
294
$78.2K 0.02%
476
295
$75.6K 0.02%
3,000
296
$75.4K 0.02%
2,288
297
$74.8K 0.02%
+2,475
298
$73.9K 0.02%
5,235
+235
299
$73.3K 0.02%
737
300
$73K 0.02%
3,250
10 11
12
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