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
601
$8.38K ﹤0.01%
294
602
$8.36K ﹤0.01%
704
603
$8.3K ﹤0.01%
141
604
$8.14K ﹤0.01%
205
605
$8.08K ﹤0.01%
+100
606
$8.03K ﹤0.01%
900
607
$8.01K ﹤0.01%
134
608
$7.84K ﹤0.01%
350
609
$7.82K ﹤0.01%
100
610
$7.8K ﹤0.01%
279
611
$7.7K ﹤0.01%
500
612
$7.62K ﹤0.01%
158
613
$7.6K ﹤0.01%
1,210
614
$7.57K ﹤0.01%
31
615
$7.5K ﹤0.01%
400
616
$7.45K ﹤0.01%
114
617
$7.42K ﹤0.01%
155
+60
618
$7.28K ﹤0.01%
302
619
$7.26K ﹤0.01%
28
620
$7.24K ﹤0.01%
62
+50
621
$7.21K ﹤0.01%
200
622
$7.15K ﹤0.01%
114
623
$7.13K ﹤0.01%
100
624
$7.13K ﹤0.01%
183
625
$7.12K ﹤0.01%
996
+46
23 24
25
26 27