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
376
$37.1K 0.01%
256
377
$37.1K 0.01%
230
+43
378
$37K 0.01%
1,250
379
$37K 0.01%
300
380
$36.9K 0.01%
1,000
381
$35.9K 0.01%
375
-91
382
$35.7K 0.01%
300
383
$35.6K 0.01%
391
384
$35.4K 0.01%
500
385
$35.1K 0.01%
600
386
$35K 0.01%
152
-139
387
$34.9K 0.01%
318
388
$34.7K 0.01%
845
-612
389
$34.6K 0.01%
15,408
+11,500
390
$34.5K 0.01%
600
391
$34.5K 0.01%
1,215
392
$34.4K 0.01%
644
393
$34.3K 0.01%
143
+25
394
$33.9K 0.01%
400
395
$32.5K 0.01%
350
396
$32.3K 0.01%
+1,200
397
$32.2K 0.01%
1,150
+700
398
$32K 0.01%
900
399
$31.7K 0.01%
+300
400
$31.6K 0.01%
1,050
14 15
16
17 18