We are live on ! Find out more
WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.33M
3
+$1.11M
4
UBER icon
Uber
UBER
+$1.02M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$948K

Top Sells

1
+$1.6M
2
+$1.25M
3
+$1.13M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$665K
5
AAPL icon
Apple
AAPL
+$646K

Sector Composition

1 Technology 23.01%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1 ﹤0.01%
25
702
$1 ﹤0.01%
59
703
$1 ﹤0.01%
50
704
$1 ﹤0.01%
29
705
$1 ﹤0.01%
55
706
$1 ﹤0.01%
40
707
$1 ﹤0.01%
100
708
$1 ﹤0.01%
15
709
$1 ﹤0.01%
24
710
$1 ﹤0.01%
36
711
$1 ﹤0.01%
100
712
$1 ﹤0.01%
24
713
$1 ﹤0.01%
+50
714
– –
-7,500
715
– –
-5
716
– –
-3,175
717
$0 ﹤0.01%
35
718
$0 ﹤0.01%
5
719
$0 ﹤0.01%
10
720
– –
-2
721
– –
-265
722
– –
-24
723
$0 ﹤0.01%
100
724
– –
-70,000
725
– –
-2,945
27 28
29
30 31