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
26
$307K 0.76%
9,060
-800
27
$304K 0.75%
16,129
-600
28
$283K 0.7%
18,439
-80
29
$280K 0.69%
3,084
+498
30
$273K 0.67%
4,714
-1,000
31
$269K 0.66%
25,470
+260
32
$265K 0.65%
5,740
+1,660
33
$259K 0.64%
2,144
+144
34
$256K 0.63%
17,184
+645
35
$248K 0.61%
23,507
-1,180
36
$237K 0.58%
16,312
-418
37
$222K 0.55%
23,977
+11,422
38
$219K 0.54%
46,500
+2,900
39
$219K 0.54%
115,037
-11,057
40
$203K 0.5%
4,663
+428
41
$202K 0.5%
38,735
+11,785
42
$202K 0.5%
3,969
+474
43
$194K 0.48%
7,511
+1
44
$190K 0.47%
11,457
+2
45
$187K 0.46%
12,190
-450
46
$187K 0.46%
38,681
+2,360
47
$182K 0.45%
11,001
-50
48
$179K 0.44%
62,311
-6,981
49
$175K 0.43%
8,183
+52
50
$163K 0.4%
4,750
1
2
3 4 5