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
351
$45.1K 0.01%
500
352
$44.9K 0.01%
650
-100
353
$43.9K 0.01%
575
354
$43.5K 0.01%
219
355
$43.4K 0.01%
13,900
356
$42K 0.01%
834
357
$41.7K 0.01%
1,427
-150
358
$41.4K 0.01%
5,000
+1,100
359
$41.2K 0.01%
560
+550
360
$41.2K 0.01%
167
-71
361
$41K 0.01%
550
362
$41K 0.01%
2,000
363
$40.7K 0.01%
294
+40
364
$40.5K 0.01%
480
365
$40.4K 0.01%
300
366
$40.3K 0.01%
3,500
367
$40.2K 0.01%
840
368
$39.8K 0.01%
1,300
369
$39.7K 0.01%
641
+51
370
$39.4K 0.01%
575
371
$39.2K 0.01%
2,000
372
$38.3K 0.01%
130
373
$38.3K 0.01%
+600
374
$38K 0.01%
12
375
$37.8K 0.01%
638
13 14
15
16 17