WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$973K
2
+$972K
3
+$772K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$767K
5
AVGO icon
Broadcom
AVGO
+$446K

Top Sells

1
+$1.23M
2
+$1.12M
3
+$993K
4
UBER icon
Uber
UBER
+$755K
5
META icon
Meta Platforms (Facebook)
META
+$684K

Sector Composition

1 Technology 17.92%
2 Healthcare 7.88%
3 Industrials 6.42%
4 Communication Services 5.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3.07K ﹤0.01%
103
727
$3.06K ﹤0.01%
2
728
$3.05K ﹤0.01%
38
729
$3.03K ﹤0.01%
750
730
$3.03K ﹤0.01%
1,033
731
$3.03K ﹤0.01%
135
732
$3K ﹤0.01%
380
-50
733
$3K ﹤0.01%
29
734
$2.96K ﹤0.01%
+1,600
735
$2.96K ﹤0.01%
28
736
$2.85K ﹤0.01%
21
737
$2.83K ﹤0.01%
200
738
$2.79K ﹤0.01%
28
-29
739
$2.79K ﹤0.01%
38
740
$2.77K ﹤0.01%
20
741
$2.72K ﹤0.01%
600
742
$2.69K ﹤0.01%
14
743
$2.66K ﹤0.01%
16
744
$2.66K ﹤0.01%
47
745
$2.63K ﹤0.01%
50
746
$2.61K ﹤0.01%
68
-60
747
$2.6K ﹤0.01%
41
748
$2.54K ﹤0.01%
500
749
$2.49K ﹤0.01%
100
750
$2.45K ﹤0.01%
62
28 29
30
31 32