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
501
$13 ﹤0.01%
126
502
$13 ﹤0.01%
28
+1
503
$13 ﹤0.01%
170
504
$13 ﹤0.01%
100
505
$13 ﹤0.01%
203
506
$13 ﹤0.01%
33
507
$13 ﹤0.01%
100
508
$13 ﹤0.01%
600
-2,025
509
$13 ﹤0.01%
+265
510
$12 ﹤0.01%
511
511
$12 ﹤0.01%
134
512
$12 ﹤0.01%
205
513
$12 ﹤0.01%
119
514
$12 ﹤0.01%
177
515
$12 ﹤0.01%
83
516
$12 ﹤0.01%
126
517
$12 ﹤0.01%
107
518
$12 ﹤0.01%
474
519
$11 ﹤0.01%
50
520
$11 ﹤0.01%
500
521
$11 ﹤0.01%
182
522
$11 ﹤0.01%
125
523
$11 ﹤0.01%
100
524
$11 ﹤0.01%
36
525
$11 ﹤0.01%
393
19 20
21
22 23