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
551
$11.5K ﹤0.01%
100
552
$11.4K ﹤0.01%
744
553
$11.3K ﹤0.01%
100
554
$11.1K ﹤0.01%
291
-255
555
$10.9K ﹤0.01%
65
556
$10.8K ﹤0.01%
+500
557
$10.8K ﹤0.01%
4,100
558
$10.7K ﹤0.01%
600
559
$10.6K ﹤0.01%
150
-120
560
$10.6K ﹤0.01%
100
561
$10.5K ﹤0.01%
18
562
$10.4K ﹤0.01%
43
563
$10.4K ﹤0.01%
152
564
$10.4K ﹤0.01%
250
565
$10.4K ﹤0.01%
100
566
$10.3K ﹤0.01%
75
567
$10.3K ﹤0.01%
210
568
$10.3K ﹤0.01%
487
569
$10.3K ﹤0.01%
+200
570
$10.2K ﹤0.01%
450
571
$9.97K ﹤0.01%
130
572
$9.95K ﹤0.01%
1,200
573
$9.93K ﹤0.01%
480
574
$9.93K ﹤0.01%
393
575
$9.86K ﹤0.01%
+200