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
426
$29 ﹤0.01%
425
427
$29 ﹤0.01%
500
428
$29 ﹤0.01%
562
+400
429
$29 ﹤0.01%
256
430
$29 ﹤0.01%
+1,300
431
$28 ﹤0.01%
322
432
$28 ﹤0.01%
1,000
433
$28 ﹤0.01%
625
434
$28 ﹤0.01%
718
435
$28 ﹤0.01%
+480
436
$28 ﹤0.01%
575
437
$27 ﹤0.01%
+301
438
$27 ﹤0.01%
240
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439
$27 ﹤0.01%
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440
$27 ﹤0.01%
481
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441
$27 ﹤0.01%
300
-50
442
$27 ﹤0.01%
430
443
$27 ﹤0.01%
575
-100
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$27 ﹤0.01%
2,650
445
$27 ﹤0.01%
200
446
$26 ﹤0.01%
456
447
$26 ﹤0.01%
800
-200
448
$26 ﹤0.01%
1,500
449
$26 ﹤0.01%
509
450
$26 ﹤0.01%
550
-1,150
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