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
626
$7.11K ﹤0.01%
509
627
$7.03K ﹤0.01%
61
628
$6.95K ﹤0.01%
500
629
$6.94K ﹤0.01%
400
630
$6.88K ﹤0.01%
200
631
$6.84K ﹤0.01%
47
632
$6.77K ﹤0.01%
1,600
+200
633
$6.74K ﹤0.01%
104
634
$6.67K ﹤0.01%
31
-165
635
$6.66K ﹤0.01%
50
636
$6.56K ﹤0.01%
92
637
$6.47K ﹤0.01%
542
+45
638
$6.37K ﹤0.01%
225
639
$6.36K ﹤0.01%
200
640
$6.36K ﹤0.01%
77
641
$6.36K ﹤0.01%
85
642
$6.33K ﹤0.01%
180
643
$6.26K ﹤0.01%
43
644
$6.25K ﹤0.01%
804
645
$6.14K ﹤0.01%
107
646
$6.11K ﹤0.01%
158
-47
647
$5.91K ﹤0.01%
30
648
$5.88K ﹤0.01%
301
-340
649
$5.83K ﹤0.01%
65
650
$5.81K ﹤0.01%
100
-200
24 25
26
27 28