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
426
$23 ﹤0.01%
155
427
$23 ﹤0.01%
374
428
$23 ﹤0.01%
100
429
$22 ﹤0.01%
509
+1
430
$22 ﹤0.01%
322
431
$22 ﹤0.01%
206
432
$22 ﹤0.01%
500
433
$22 ﹤0.01%
165
434
$21 ﹤0.01%
205
435
$21 ﹤0.01%
325
-275
436
$21 ﹤0.01%
400
437
$21 ﹤0.01%
505
438
$21 ﹤0.01%
300
439
$21 ﹤0.01%
139
+39
440
$20 ﹤0.01%
500
441
$20 ﹤0.01%
69
442
$20 ﹤0.01%
600
443
$20 ﹤0.01%
445
-25
444
$20 ﹤0.01%
1,450
+600
445
$20 ﹤0.01%
146
446
$20 ﹤0.01%
300
447
$20 ﹤0.01%
231
448
$20 ﹤0.01%
900
449
$20 ﹤0.01%
145
450
$19 ﹤0.01%
351
16 17
18
19 20