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
851
-300
852
$0 ﹤0.01%
500
853
-210