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
$40.6M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1 +$282K
2 +$265K
3 +$106K
4
AMZN icon
Amazon
AMZN
+$78.4K
5
SNOW icon
Snowflake
SNOW
+$76.6K

Top Sells

1 +$402K
2 +$132K
3 +$83.5K
4
AMGN icon
Amgen
AMGN
+$81.4K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$79.4K

Sector Composition

1 Technology 22.99%
2 Industrials 11.68%
3 Healthcare 7.65%
4 Consumer Discretionary 6.24%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$35 ﹤0.01%
351
402
$35 ﹤0.01%
465
+75
403
$35 ﹤0.01%
827
404
$34 ﹤0.01%
+750
405
$34 ﹤0.01%
318
406
$34 ﹤0.01%
1,000
407
$34 ﹤0.01%
1,075
408
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772
409
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492
410
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414
411
$33 ﹤0.01%
300
412
$32 ﹤0.01%
1,250
413
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235
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638
416
$32 ﹤0.01%
256
417
$31 ﹤0.01%
102
418
$31 ﹤0.01%
130
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779
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$31 ﹤0.01%
1,510
421
$31 ﹤0.01%
276
422
$31 ﹤0.01%
+1,125
423
$30 ﹤0.01%
400
424
$30 ﹤0.01%
350
425
$29 ﹤0.01%
652
+1