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

Top Buys

1
+$1.03M
2
+$936K
3
+$880K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$796K
5
SMCI icon
Super Micro Computer
SMCI
+$622K

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.04M
4
UBER icon
Uber
UBER
+$809K
5
META icon
Meta Platforms (Facebook)
META
+$746K

Sector Composition

1 Technology 17.93%
2 Healthcare 7.88%
3 Industrials 6.41%
4 Communication Services 5.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$57.3K 0.01%
+1,822
327
$57.2K 0.01%
1,325
+700
328
$56.4K 0.01%
425
329
$56.4K 0.01%
1,123
330
$56.1K 0.01%
351
331
$55.5K 0.01%
160
-85
332
$54.7K 0.01%
175
333
$53.8K 0.01%
300
334
$53.3K 0.01%
909
-111
335
$52.3K 0.01%
2,069
336
$52K 0.01%
200
337
$51.9K 0.01%
1,300
338
$50.8K 0.01%
500
339
$50.7K 0.01%
345
340
$50K 0.01%
1,300
+800
341
$48.7K 0.01%
840
342
$48.3K 0.01%
857
343
$48.1K 0.01%
50
344
$47.5K 0.01%
570
-25
345
$47.4K 0.01%
460
-177
346
$46.7K 0.01%
1,200
347
$46.4K 0.01%
173
-113
348
$46.2K 0.01%
520
349
$46K 0.01%
460
350
$45.9K 0.01%
800
+200
12 13
14
15 16