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
301
$86 ﹤0.01%
906
+1
302
$86 ﹤0.01%
5,400
-3,000
303
$85 ﹤0.01%
2,288
304
$85 ﹤0.01%
2,028
305
$81 ﹤0.01%
1,444
306
$81 ﹤0.01%
1,000
+500
307
$80 ﹤0.01%
1,055
+200
308
$79 ﹤0.01%
+7,800
309
$78 ﹤0.01%
345
310
$78 ﹤0.01%
1,398
311
$78 ﹤0.01%
737
312
$78 ﹤0.01%
1,500
313
$77 ﹤0.01%
715
314
$76 ﹤0.01%
2,383
+112
315
$75 ﹤0.01%
899
+1
316
$75 ﹤0.01%
575
317
$75 ﹤0.01%
1,838
318
$73 ﹤0.01%
288
+67
319
$72 ﹤0.01%
3,000
320
$72 ﹤0.01%
1,000
321
$72 ﹤0.01%
288
322
$70 ﹤0.01%
1,485
323
$69 ﹤0.01%
1,200
-5,883
324
$67 ﹤0.01%
400
325
$67 ﹤0.01%
1,200
11 12
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