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
701
$3.9K ﹤0.01%
22
702
$3.85K ﹤0.01%
205
-13
703
$3.84K ﹤0.01%
6
704
$3.76K ﹤0.01%
167
705
$3.72K ﹤0.01%
288
706
$3.7K ﹤0.01%
125
707
$3.64K ﹤0.01%
100
708
$3.57K ﹤0.01%
1
709
$3.54K ﹤0.01%
92
710
$3.49K ﹤0.01%
38
711
$3.47K ﹤0.01%
111
712
$3.43K ﹤0.01%
105
713
$3.42K ﹤0.01%
60
714
$3.42K ﹤0.01%
34
715
$3.39K ﹤0.01%
150
716
$3.37K ﹤0.01%
28
717
$3.34K ﹤0.01%
1,200
718
$3.29K ﹤0.01%
37
719
$3.22K ﹤0.01%
72
-201
720
$3.2K ﹤0.01%
26
721
$3.2K ﹤0.01%
4
722
$3.18K ﹤0.01%
225
723
$3.16K ﹤0.01%
30
724
$3.11K ﹤0.01%
100
725
$3.1K ﹤0.01%
52
27 28
29
30 31