WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$973K
2
+$972K
3
+$772K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$767K
5
AVGO icon
Broadcom
AVGO
+$446K

Top Sells

1
+$1.23M
2
+$1.12M
3
+$993K
4
UBER icon
Uber
UBER
+$755K
5
META icon
Meta Platforms (Facebook)
META
+$684K

Sector Composition

1 Technology 17.92%
2 Healthcare 7.88%
3 Industrials 6.42%
4 Communication Services 5.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$9.77K ﹤0.01%
118
+22
577
$9.75K ﹤0.01%
39
578
$9.72K ﹤0.01%
100
579
$9.65K ﹤0.01%
392
580
$9.65K ﹤0.01%
1,300
581
$9.59K ﹤0.01%
100
582
$9.56K ﹤0.01%
227
583
$9.55K ﹤0.01%
323
-334
584
$9.52K ﹤0.01%
109
585
$9.45K ﹤0.01%
50
586
$9.31K ﹤0.01%
+100
587
$9.31K ﹤0.01%
180
588
$9.26K ﹤0.01%
614
589
$9.25K ﹤0.01%
68
590
$9.23K ﹤0.01%
16
591
$9.16K ﹤0.01%
511
592
$9.1K ﹤0.01%
400
593
$8.97K ﹤0.01%
300
594
$8.91K ﹤0.01%
1,020
-427
595
$8.86K ﹤0.01%
454
596
$8.81K ﹤0.01%
2,945
597
$8.77K ﹤0.01%
87
+1
598
$8.73K ﹤0.01%
430
-90
599
$8.48K ﹤0.01%
38
600
$8.4K ﹤0.01%
350
22 23
24
25 26