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
526
$13.6K ﹤0.01%
+50
527
$13.6K ﹤0.01%
158
528
$13.5K ﹤0.01%
118
529
$13.4K ﹤0.01%
275
530
$13.3K ﹤0.01%
84
531
$13.3K ﹤0.01%
100
532
$13.2K ﹤0.01%
+300
533
$13.2K ﹤0.01%
171
+1
534
$13.1K ﹤0.01%
100
535
$13.1K ﹤0.01%
150
536
$13.1K ﹤0.01%
227
537
$13K ﹤0.01%
989
538
$12.9K ﹤0.01%
83
539
$12.8K ﹤0.01%
125
540
$12.8K ﹤0.01%
88
541
$12.7K ﹤0.01%
174
+1
542
$12.6K ﹤0.01%
50
543
$12.6K ﹤0.01%
50
544
$12.3K ﹤0.01%
775
+225
545
$12.3K ﹤0.01%
100
546
$12K ﹤0.01%
900
547
$11.9K ﹤0.01%
400
548
$11.8K ﹤0.01%
126
549
$11.7K ﹤0.01%
30
550
$11.6K ﹤0.01%
+200