WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$973K
2
+$972K
3
+$772K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$767K
5
AVGO icon
Broadcom
AVGO
+$446K

Top Sells

1
+$1.23M
2
+$1.12M
3
+$993K
4
UBER icon
Uber
UBER
+$755K
5
META icon
Meta Platforms (Facebook)
META
+$684K

Sector Composition

1 Technology 17.92%
2 Healthcare 7.88%
3 Industrials 6.42%
4 Communication Services 5.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$19.2K ﹤0.01%
228
477
$19.1K ﹤0.01%
145
-100
478
$19.1K ﹤0.01%
147
479
$18.9K ﹤0.01%
270
-50
480
$18.9K ﹤0.01%
211
+3
481
$18.8K ﹤0.01%
700
-100
482
$18.8K ﹤0.01%
76
483
$18.7K ﹤0.01%
300
484
$18.6K ﹤0.01%
421
485
$18.6K ﹤0.01%
500
486
$18.5K ﹤0.01%
505
487
$18.5K ﹤0.01%
80
488
$18.4K ﹤0.01%
279
489
$18.4K ﹤0.01%
241
490
$18.3K ﹤0.01%
375
-190
491
$18.1K ﹤0.01%
+150
492
$17.9K ﹤0.01%
205
493
$17.8K ﹤0.01%
625
494
$17.7K ﹤0.01%
549
495
$17.5K ﹤0.01%
170
-175
496
$17.4K ﹤0.01%
300
497
$17.3K ﹤0.01%
33
498
$16.7K ﹤0.01%
+100
499
$16.4K ﹤0.01%
265
500
$16.4K ﹤0.01%
456
-156
18 19
20
21 22