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
476
$20 ﹤0.01%
550
+150
477
$20 ﹤0.01%
276
+1
478
$20 ﹤0.01%
476
479
$19 ﹤0.01%
400
480
$19 ﹤0.01%
288
481
$19 ﹤0.01%
+160
482
$19 ﹤0.01%
300
483
$19 ﹤0.01%
146
484
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99
485
$19 ﹤0.01%
17,000
486
$18 ﹤0.01%
200
487
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600
488
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324
489
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490
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491
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1,400
492
$17 ﹤0.01%
205
493
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293
494
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495
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496
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497
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600
498
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55
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499
$16 ﹤0.01%
598
500
$16 ﹤0.01%
355
18 19
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