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
726
$1 ﹤0.01%
285
-22,755
727
$1 ﹤0.01%
100
728
$1 ﹤0.01%
400
729
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62
730
$1 ﹤0.01%
100
731
$1 ﹤0.01%
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732
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733
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734
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735
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736
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50
737
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738
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739
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740
$1 ﹤0.01%
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741
$1 ﹤0.01%
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743
$1 ﹤0.01%
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744
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745
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746
$1 ﹤0.01%
800
-300
747
$1 ﹤0.01%
10,000
748
– –
-940
749
– –
-2,560
750
– –
-1,500
28 29
30
31 32