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
351
$46 ﹤0.01%
233
352
$45 ﹤0.01%
755
353
$45 ﹤0.01%
2,650
354
$44 ﹤0.01%
424
355
$44 ﹤0.01%
196
356
$44 ﹤0.01%
265
357
$43 ﹤0.01%
375
358
$43 ﹤0.01%
980
359
$42 ﹤0.01%
900
360
$41 ﹤0.01%
1,950
361
$41 ﹤0.01%
827
362
$41 ﹤0.01%
626
363
$41 ﹤0.01%
414
364
$40 ﹤0.01%
276
365
$40 ﹤0.01%
600
366
$39 ﹤0.01%
222
367
$39 ﹤0.01%
1,000
+400
368
$39 ﹤0.01%
318
369
$39 ﹤0.01%
724
370
$38 ﹤0.01%
650
-50
371
$38 ﹤0.01%
156
372
$37 ﹤0.01%
400
373
$37 ﹤0.01%
546
+2
374
$37 ﹤0.01%
954
375
$37 ﹤0.01%
400
13 14
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