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
626
$6 ﹤0.01%
650
627
$6 ﹤0.01%
28
628
$6 ﹤0.01%
75
629
$6 ﹤0.01%
1,000
+200
630
$6 ﹤0.01%
400
631
$6 ﹤0.01%
131
-51
632
$6 ﹤0.01%
61
633
$6 ﹤0.01%
1,300
634
$6 ﹤0.01%
100
635
$6 ﹤0.01%
158
636
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47
637
$6 ﹤0.01%
350
638
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639
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640
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641
$6 ﹤0.01%
100
642
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643
$5 ﹤0.01%
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644
$5 ﹤0.01%
65
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645
$5 ﹤0.01%
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$5 ﹤0.01%
104
647
$5 ﹤0.01%
76
648
$5 ﹤0.01%
70
649
$5 ﹤0.01%
300
650
$5 ﹤0.01%
1,210
24 25
26
27 28