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
26
$4.03M 0.97%
23,749
-118
27
$3.71M 0.89%
5,148
-1,910
28
$3.45M 0.83%
25,780
+3,600
29
$3.44M 0.83%
81,829
-115
30
$3.41M 0.82%
44,040
-2,320
31
$3.3M 0.79%
64,266
-1,050
32
$3.17M 0.76%
36,110
+10,650
33
$3.17M 0.76%
17,399
-490
34
$2.96M 0.71%
32,070
-4,327
35
$2.86M 0.69%
10,083
-139
36
$2.84M 0.68%
655,264
-81,800
37
$2.84M 0.68%
19,220
+1,327
38
$2.8M 0.67%
211,579
-735
39
$2.76M 0.66%
10,196
+598
40
$2.63M 0.63%
5,026
+256
41
$2.59M 0.62%
50,192
+3,745
42
$2.48M 0.59%
30,308
+419
43
$2.3M 0.55%
40,020
+350
44
$2.27M 0.54%
20,518
+10
45
$2.25M 0.54%
51,597
+1,640
46
$2.21M 0.53%
9,683
-31
47
$2.2M 0.53%
20,418
+322
48
$2.15M 0.52%
573,960
+10,850
49
$2.09M 0.5%
10,228
+520
50
$1.98M 0.48%
37,792
-101
1
2
3 4 5