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
676
$4.71K ﹤0.01%
25
677
$4.69K ﹤0.01%
95
678
$4.63K ﹤0.01%
337
-238
679
$4.59K ﹤0.01%
250
680
$4.53K ﹤0.01%
25
681
$4.5K ﹤0.01%
2,000
682
$4.49K ﹤0.01%
+29
683
$4.46K ﹤0.01%
+19
684
$4.42K ﹤0.01%
135
685
$4.39K ﹤0.01%
200
-100
686
$4.39K ﹤0.01%
214
687
$4.37K ﹤0.01%
200
688
$4.27K ﹤0.01%
12
689
$4.22K ﹤0.01%
422
690
$4.19K ﹤0.01%
200
691
$4.17K ﹤0.01%
28
692
$4.1K ﹤0.01%
56
693
$4.07K ﹤0.01%
200
694
$4.06K ﹤0.01%
334
-334
695
$4.05K ﹤0.01%
198
696
$4.01K ﹤0.01%
6
697
$3.98K ﹤0.01%
26
698
$3.97K ﹤0.01%
4
699
$3.94K ﹤0.01%
61
700
$3.93K ﹤0.01%
45
26 27
28
29 30