WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.33M
3
+$1.11M
4
UBER icon
Uber
UBER
+$1.02M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$948K

Top Sells

1
+$1.6M
2
+$1.25M
3
+$1.13M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$665K
5
AAPL icon
Apple
AAPL
+$646K

Sector Composition

1 Technology 23.01%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$110 ﹤0.01%
1,000
302
$109 ﹤0.01%
3,000
303
$109 ﹤0.01%
1,370
-100
304
$107 ﹤0.01%
430
305
$105 ﹤0.01%
2,362
306
$101 ﹤0.01%
1,594
+150
307
$100 ﹤0.01%
1,000
308
$96 ﹤0.01%
2,195
309
$96 ﹤0.01%
390
310
$95 ﹤0.01%
2,793
+331
311
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+1,116
312
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906
313
$92 ﹤0.01%
4,700
314
$92 ﹤0.01%
387
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315
$89 ﹤0.01%
5,400
316
$87 ﹤0.01%
3,147
317
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1,838
318
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319
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771
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320
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406
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321
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1,500
322
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2,288
323
$82 ﹤0.01%
250
324
$80 ﹤0.01%
1,777
325
$80 ﹤0.01%
1,174
+1,159
11 12
13
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