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
$40.6M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$265K
3
+$106K
4
AMZN icon
Amazon
AMZN
+$78.4K
5
SNOW icon
Snowflake
SNOW
+$76.6K

Top Sells

1
+$402K
2
+$132K
3
+$83.5K
4
AMGN icon
Amgen
AMGN
+$81.4K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$79.4K

Sector Composition

1 Technology 22.99%
2 Industrials 11.68%
3 Healthcare 7.65%
4 Consumer Discretionary 6.24%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$161K 0.4%
21,353
+8
52
$154K 0.38%
14,484
+2
53
$153K 0.38%
8,100
+2,900
54
$140K 0.34%
31,810
+1,004
55
$136K 0.33%
5,286
+1,550
56
$129K 0.32%
60,801
-1,679
57
$129K 0.32%
4,331
+646
58
$128K 0.32%
60,350
+32,850
59
$127K 0.31%
116,080
+4,447
60
$127K 0.31%
16,070
+697
61
$122K 0.3%
4,770
-550
62
$116K 0.29%
8,348
+860
63
$114K 0.28%
4,200
+300
64
$102K 0.25%
3,500
65
$97.1K 0.24%
450
66
$94.8K 0.23%
7,056
+771
67
$94.6K 0.23%
2,455
+1,005
68
$93.5K 0.23%
11,270
+598
69
$92.1K 0.23%
6,995
-300
70
$87.7K 0.22%
6,590
-334
71
$85.8K 0.21%
9,711
-3,456
72
$82.1K 0.2%
7,520
+1,130
73
$79.7K 0.2%
976
74
$79.3K 0.2%
10,204
-1,675
75
$76K 0.19%
17,963
-264
1 2
3
4 5