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
451
$23.5K 0.01%
675
452
$23.1K 0.01%
540
453
$23.1K 0.01%
1,959
+277
454
$22.9K 0.01%
301
455
$22.6K 0.01%
205
456
$22.6K 0.01%
450
457
$22.2K 0.01%
640
458
$22.2K 0.01%
656
+1
459
$22K 0.01%
260
460
$21.6K 0.01%
1,000
+500
461
$20.9K 0.01%
600
462
$20.8K 0.01%
189
-250
463
$20.6K 0.01%
1,000
464
$20.6K ﹤0.01%
700
465
$20.5K ﹤0.01%
400
466
$20.4K ﹤0.01%
+3,750
467
$20.3K ﹤0.01%
300
468
$20.3K ﹤0.01%
165
469
$19.9K ﹤0.01%
+1,300
470
$19.8K ﹤0.01%
538
+7
471
$19.6K ﹤0.01%
268
472
$19.4K ﹤0.01%
239
473
$19.4K ﹤0.01%
500
-450
474
$19.4K ﹤0.01%
355
475
$19.3K ﹤0.01%
330