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
501
$16.3K ﹤0.01%
400
502
$16.3K ﹤0.01%
416
503
$16.3K ﹤0.01%
225
504
$16.2K ﹤0.01%
82
-153
505
$16.2K ﹤0.01%
311
+3
506
$16.1K ﹤0.01%
222
+1
507
$16.1K ﹤0.01%
220
508
$15.8K ﹤0.01%
600
509
$15.7K ﹤0.01%
+150
510
$15.7K ﹤0.01%
145
511
$15.6K ﹤0.01%
400
512
$15.6K ﹤0.01%
4,535
-100
513
$15.5K ﹤0.01%
1,020
514
$15.4K ﹤0.01%
2,895
515
$15.3K ﹤0.01%
386
516
$14.9K ﹤0.01%
3,000
+1,000
517
$14.7K ﹤0.01%
1,865
518
$14.5K ﹤0.01%
775
-2,750
519
$14.4K ﹤0.01%
100
520
$14.4K ﹤0.01%
200
521
$14.3K ﹤0.01%
300
-64
522
$14.2K ﹤0.01%
400
-83
523
$13.9K ﹤0.01%
400
524
$13.7K ﹤0.01%
1,850
525
$13.6K ﹤0.01%
231
19 20
21
22 23