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
526
$13 ﹤0.01%
400
-500
527
$13 ﹤0.01%
175
528
$13 ﹤0.01%
99
529
$13 ﹤0.01%
145
530
$12 ﹤0.01%
308
531
$12 ﹤0.01%
2,945
532
$12 ﹤0.01%
1,020
533
$12 ﹤0.01%
250
534
$12 ﹤0.01%
40
535
$12 ﹤0.01%
76
536
$12 ﹤0.01%
250
537
$12 ﹤0.01%
300
538
$12 ﹤0.01%
300
539
$12 ﹤0.01%
331
540
$12 ﹤0.01%
300
541
$11 ﹤0.01%
52
542
$11 ﹤0.01%
350
+200
543
$11 ﹤0.01%
80
544
$11 ﹤0.01%
134
545
$11 ﹤0.01%
126
546
$11 ﹤0.01%
220
547
$11 ﹤0.01%
164
548
$10 ﹤0.01%
227
549
$10 ﹤0.01%
2,290
550
$10 ﹤0.01%
100