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
751
$2.43K ﹤0.01%
283
752
$2.41K ﹤0.01%
300
753
$2.34K ﹤0.01%
2,000
754
$2.34K ﹤0.01%
110
755
$2.34K ﹤0.01%
10
756
$2.3K ﹤0.01%
10
757
$2.29K ﹤0.01%
75
758
$2.28K ﹤0.01%
48
759
$2.27K ﹤0.01%
700
760
$2.26K ﹤0.01%
+80
761
$2.12K ﹤0.01%
125
762
$2.11K ﹤0.01%
15
763
$2.1K ﹤0.01%
28
764
$2.09K ﹤0.01%
42
765
$2.03K ﹤0.01%
600
+200
766
$1.98K ﹤0.01%
100
767
$1.8K ﹤0.01%
100
768
$1.74K ﹤0.01%
9
769
$1.68K ﹤0.01%
1,000
770
$1.65K ﹤0.01%
35
-10
771
$1.65K ﹤0.01%
75
772
$1.65K ﹤0.01%
29
773
$1.63K ﹤0.01%
100
774
$1.59K ﹤0.01%
12
775
$1.58K ﹤0.01%
700
+200
29 30
31
32 33