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
776
$1.55K ﹤0.01%
25
777
$1.53K ﹤0.01%
24
778
$1.53K ﹤0.01%
40
779
$1.5K ﹤0.01%
168
-169
780
$1.44K ﹤0.01%
68
781
$1.41K ﹤0.01%
15
+5
782
$1.35K ﹤0.01%
77
-22
783
$1.27K ﹤0.01%
350
784
$1.2K ﹤0.01%
24
785
$1.2K ﹤0.01%
28
786
$1.16K ﹤0.01%
49
787
$1.16K ﹤0.01%
330
788
$1.14K ﹤0.01%
22
789
$1.1K ﹤0.01%
67
-48
790
$1K ﹤0.01%
50
791
$997 ﹤0.01%
+44
792
$977 ﹤0.01%
62
793
$940 ﹤0.01%
5,000
-12,000
794
$901 ﹤0.01%
125
795
$890 ﹤0.01%
10
796
$859 ﹤0.01%
5
797
$756 ﹤0.01%
19
-100
798
$729 ﹤0.01%
100
799
$692 ﹤0.01%
15
800
$665 ﹤0.01%
100
30 31
32
33 34