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
51
$1.93M 0.46%
14,098
+750
52
$1.93M 0.46%
26,374
-897
53
$1.88M 0.45%
25,908
-877
54
$1.87M 0.45%
14,855
+1
55
$1.86M 0.45%
19,892
+3,655
56
$1.82M 0.44%
30,191
57
$1.8M 0.43%
4,966
-58
58
$1.8M 0.43%
28,013
-106
59
$1.8M 0.43%
29,623
-11,527
60
$1.8M 0.43%
14,972
-350
61
$1.77M 0.43%
17,428
-504
62
$1.77M 0.42%
2,276
-2
63
$1.74M 0.42%
41,588
+480
64
$1.72M 0.41%
8,392
-92
65
$1.7M 0.41%
12,970
-7,953
66
$1.63M 0.39%
35,905
-5,205
67
$1.62M 0.39%
8,416
-269
68
$1.62M 0.39%
42,831
+80
69
$1.58M 0.38%
7,044
+60
70
$1.57M 0.38%
51,515
71
$1.56M 0.38%
8,563
+830
72
$1.55M 0.37%
16,358
-163
73
$1.52M 0.36%
14,465
-1,310
74
$1.51M 0.36%
5,212
+3,028
75
$1.47M 0.35%
16,907
-1,360
1 2
3
4 5