WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$973K
2
+$972K
3
+$772K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$767K
5
AVGO icon
Broadcom
AVGO
+$446K

Top Sells

1
+$1.23M
2
+$1.12M
3
+$993K
4
UBER icon
Uber
UBER
+$755K
5
META icon
Meta Platforms (Facebook)
META
+$684K

Sector Composition

1 Technology 17.92%
2 Healthcare 7.88%
3 Industrials 6.42%
4 Communication Services 5.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27.3K 0.01%
650
-334
427
$27.2K 0.01%
416
+116
428
$27K 0.01%
493
429
$26.6K 0.01%
562
430
$26.4K 0.01%
492
431
$26.3K 0.01%
456
432
$26.3K 0.01%
288
433
$26.1K 0.01%
150
-172
434
$26K 0.01%
718
435
$25.7K 0.01%
1,116
436
$25.4K 0.01%
58
-44
437
$25.4K 0.01%
560
438
$25.4K 0.01%
3,500
+400
439
$25K 0.01%
+300
440
$24.9K 0.01%
560
441
$24.7K 0.01%
116
-33
442
$24.5K 0.01%
561
+2
443
$24.4K 0.01%
277
+1
444
$24.4K 0.01%
200
445
$24.4K 0.01%
555
446
$24.2K 0.01%
97
-68
447
$23.8K 0.01%
414
448
$23.7K 0.01%
324
449
$23.6K 0.01%
160
450
$23.6K 0.01%
170
16 17
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