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
26
$307K 0.7%
5,255
27
$295K 0.67%
8,070
+330
28
$284K 0.65%
63,330
+9,425
29
$261K 0.6%
84,900
+30,300
30
$253K 0.58%
22,276
-305
31
$250K 0.57%
3,544
-70
32
$249K 0.57%
2,497
33
$239K 0.54%
1,850
+140
34
$238K 0.54%
10,992
+261
35
$226K 0.52%
36,066
+15
36
$219K 0.5%
30,497
+2
37
$218K 0.5%
19,147
-223
38
$206K 0.47%
10,000
39
$196K 0.45%
6,907
40
$194K 0.44%
17,215
-3,699
41
$185K 0.42%
55,291
+19
42
$184K 0.42%
4,045
-49
43
$179K 0.41%
11,083
-636
44
$175K 0.4%
5,588
+322
45
$157K 0.36%
1,664
+230
46
$156K 0.36%
69,458
+3,971
47
$145K 0.33%
8,868
48
$136K 0.31%
15,365
-3,605
49
$131K 0.3%
5,994
-364
50
$128K 0.29%
13,950
+825
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