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
$43.8M
AUM Growth
+$463K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$93.2K
2
+$90K
3
+$79.4K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$51.6K
5
META icon
Meta Platforms (Facebook)
META
+$49.1K

Top Sells

1
+$2.81M
2
+$77.8K
3
+$56.1K
4
T icon
AT&T
T
+$41.7K
5
SNOW icon
Snowflake
SNOW
+$37.6K

Sector Composition

1 Technology 20.36%
2 Industrials 10.14%
3 Communication Services 8.5%
4 Healthcare 7.91%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$128K 0.29%
116,630
+4,831
52
$127K 0.29%
4,844
+100
53
$121K 0.28%
6,630
+4,925
54
$119K 0.27%
13,185
55
$115K 0.26%
3,600
+100
56
$115K 0.26%
5,900
+1,150
57
$114K 0.26%
10,872
+830
58
$108K 0.25%
3,773
-70
59
$108K 0.25%
450
60
$107K 0.24%
3,840
61
$105K 0.24%
4,550
+3,450
62
$104K 0.24%
4,300
63
$103K 0.23%
1,325
64
$97.2K 0.22%
44,955
-25
65
$92.9K 0.21%
1,013
66
$91.2K 0.21%
485
-200
67
$83.9K 0.19%
1,200
68
$82.4K 0.19%
36,161
+328
69
$78.7K 0.18%
598
70
$75.8K 0.17%
9,722
+125
71
$71.8K 0.16%
8,188
-251
72
$66.9K 0.15%
22,254
+1
73
$65.5K 0.15%
693
74
$65.3K 0.15%
11,471
+451
75
$64.2K 0.15%
6,115
+350
1 2
3
4 5