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
801
$651 ﹤0.01%
36
802
$642 ﹤0.01%
46
803
$620 ﹤0.01%
66
804
$608 ﹤0.01%
35
805
$575 ﹤0.01%
5
806
$564 ﹤0.01%
62
807
$435 ﹤0.01%
98
808
$414 ﹤0.01%
26
809
$385 ﹤0.01%
12
810
$362 ﹤0.01%
11
-89
811
$345 ﹤0.01%
42
812
$313 ﹤0.01%
12
813
$297 ﹤0.01%
35
814
$236 ﹤0.01%
9
815
$183 ﹤0.01%
94
816
$153 ﹤0.01%
7
817
$115 ﹤0.01%
1
818
$112 ﹤0.01%
13
819
$98 ﹤0.01%
7
820
$86 ﹤0.01%
1
821
$80 ﹤0.01%
75
822
$70 ﹤0.01%
8
823
$66 ﹤0.01%
42
824
$50 ﹤0.01%
7
825
$27 ﹤0.01%
2
31 32
33
34 35