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
651
$5.8K ﹤0.01%
300
652
$5.78K ﹤0.01%
528
+400
653
$5.7K ﹤0.01%
2,500
+2,100
654
$5.69K ﹤0.01%
500
655
$5.68K ﹤0.01%
70
656
$5.56K ﹤0.01%
2,000
-290
657
$5.51K ﹤0.01%
+150
658
$5.46K ﹤0.01%
180
659
$5.4K ﹤0.01%
10
660
$5.4K ﹤0.01%
249
661
$5.3K ﹤0.01%
225
662
$5.3K ﹤0.01%
11
663
$5.26K ﹤0.01%
+600
664
$5.25K ﹤0.01%
39
665
$5.21K ﹤0.01%
100
666
$5.09K ﹤0.01%
8
667
$5.01K ﹤0.01%
50
668
$4.96K ﹤0.01%
50
-100
669
$4.94K ﹤0.01%
200
670
$4.92K ﹤0.01%
140
671
$4.9K ﹤0.01%
142
672
$4.77K ﹤0.01%
76
673
$4.75K ﹤0.01%
100
-100
674
$4.73K ﹤0.01%
+300
675
$4.72K ﹤0.01%
2,450
25 26
27
28 29