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
$417M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$973K
2
+$972K
3
+$772K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$767K
5
AVGO icon
Broadcom
AVGO
+$446K

Top Sells

1
+$1.23M
2
+$1.12M
3
+$993K
4
UBER icon
Uber
UBER
+$755K
5
META icon
Meta Platforms (Facebook)
META
+$684K

Sector Composition

1 Technology 17.92%
2 Healthcare 7.88%
3 Industrials 6.42%
4 Communication Services 5.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$72.9K 0.02%
1,200
302
$72.6K 0.02%
203
303
$71.6K 0.02%
400
304
$70.8K 0.02%
1,838
305
$70.4K 0.02%
4,700
306
$69.3K 0.02%
1,075
307
$68.2K 0.02%
1,811
308
$66.7K 0.02%
325
-158
309
$66.3K 0.02%
600
+250
310
$65.2K 0.02%
265
311
$64.9K 0.02%
671
312
$64.8K 0.02%
346
313
$64.8K 0.02%
862
-50
314
$64.1K 0.02%
800
315
$63K 0.02%
1,257
-63
316
$62.7K 0.02%
1,174
317
$61K 0.01%
1,641
318
$60.7K 0.01%
+50
319
$59.6K 0.01%
300
+100
320
$59.6K 0.01%
400
321
$59.4K 0.01%
2,825
322
$59K 0.01%
2,395
+280
323
$58.1K 0.01%
3,262
-2,712
324
$57.5K 0.01%
+1,000
325
$57.4K 0.01%
269
+1
11 12
13
14 15