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
326
$66 ﹤0.01%
636
327
$64 ﹤0.01%
252
328
$63 ﹤0.01%
1,540
329
$63 ﹤0.01%
100
330
$62 ﹤0.01%
1,095
+400
331
$62 ﹤0.01%
1,070
332
$59 ﹤0.01%
2,825
333
$58 ﹤0.01%
400
334
$57 ﹤0.01%
219
335
$56 ﹤0.01%
1,050
336
$55 ﹤0.01%
306
337
$54 ﹤0.01%
772
338
$54 ﹤0.01%
203
339
$53 ﹤0.01%
+2,945
340
$53 ﹤0.01%
251
341
$53 ﹤0.01%
878
342
$52 ﹤0.01%
300
343
$51 ﹤0.01%
562
+2
344
$51 ﹤0.01%
3,500
345
$51 ﹤0.01%
301
346
$50 ﹤0.01%
639
347
$48 ﹤0.01%
1,811
+1,709
348
$48 ﹤0.01%
113
349
$47 ﹤0.01%
14,000
+2,000
350
$46 ﹤0.01%
350
-50
12 13
14
15 16