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
376
$37 ﹤0.01%
655
377
$36 ﹤0.01%
300
378
$36 ﹤0.01%
450
379
$35 ﹤0.01%
85
380
$34 ﹤0.01%
138
381
$34 ﹤0.01%
425
382
$33 ﹤0.01%
520
+5
383
$32 ﹤0.01%
500
384
$32 ﹤0.01%
348
385
$32 ﹤0.01%
1,750
+300
386
$31 ﹤0.01%
796
387
$31 ﹤0.01%
900
388
$31 ﹤0.01%
360
-100
389
$31 ﹤0.01%
1,510
390
$31 ﹤0.01%
200
391
$31 ﹤0.01%
1,075
392
$31 ﹤0.01%
144
393
$30 ﹤0.01%
102
394
$30 ﹤0.01%
638
395
$30 ﹤0.01%
256
396
$30 ﹤0.01%
1,114
397
$30 ﹤0.01%
410
+6
398
$29 ﹤0.01%
725
399
$28 ﹤0.01%
2,290
400
$28 ﹤0.01%
130
14 15
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