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
301
$118 ﹤0.01%
2,353
302
$118 ﹤0.01%
1,758
+558
303
$115 ﹤0.01%
2,375
304
$111 ﹤0.01%
1,550
305
$111 ﹤0.01%
2,665
306
$110 ﹤0.01%
2,659
+1
307
$106 ﹤0.01%
3,697
308
$106 ﹤0.01%
2,042
-135
309
$106 ﹤0.01%
+1,894
310
$104 ﹤0.01%
1,190
+1,158
311
$102 ﹤0.01%
622
312
$95 ﹤0.01%
2,420
-2,579
313
$94 ﹤0.01%
1,000
314
$91 ﹤0.01%
815
+483
315
$90 ﹤0.01%
430
316
$89 ﹤0.01%
1,200
317
$89 ﹤0.01%
406
318
$88 ﹤0.01%
3,000
319
$86 ﹤0.01%
5,400
320
$86 ﹤0.01%
2,950
321
$85 ﹤0.01%
250
322
$83 ﹤0.01%
+1,800
323
$82 ﹤0.01%
885
324
$82 ﹤0.01%
2,793
325
$79 ﹤0.01%
2,611
11 12
13
14 15