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
401
$31.2K 0.01%
267
402
$31.2K 0.01%
300
403
$31.2K 0.01%
480
404
$31K 0.01%
200
405
$30.8K 0.01%
+150
406
$30.5K 0.01%
387
-150
407
$30.4K 0.01%
300
408
$30.2K 0.01%
116
+7
409
$29.9K 0.01%
36
-41
410
$29.3K 0.01%
356
411
$29.1K 0.01%
677
412
$29.1K 0.01%
555
+5
413
$29K 0.01%
580
+300
414
$28.7K 0.01%
779
415
$28.7K 0.01%
1,754
416
$28.7K 0.01%
405
-100
417
$28.6K 0.01%
1,250
418
$28.4K 0.01%
174
+75
419
$28.3K 0.01%
322
420
$28.3K 0.01%
900
-200
421
$28.1K 0.01%
2,490
-200
422
$28.1K 0.01%
256
423
$28K 0.01%
3,000
+1,000
424
$27.4K 0.01%
+2,100
425
$27.3K 0.01%
1,500
15 16
17
18 19