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
$43.8M
AUM Growth
+$463K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$93.2K
2
+$90K
3
+$79.4K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$51.6K
5
META icon
Meta Platforms (Facebook)
META
+$49.1K

Top Sells

1
+$2.81M
2
+$77.8K
3
+$56.1K
4
T icon
AT&T
T
+$41.7K
5
SNOW icon
Snowflake
SNOW
+$37.6K

Sector Composition

1 Technology 20.36%
2 Industrials 10.14%
3 Communication Services 8.5%
4 Healthcare 7.91%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$63.8K 0.15%
3,848
-350
77
$58.4K 0.13%
709
+1
78
$56K 0.13%
28,635
+2,075
79
$54.6K 0.12%
1,094
80
$53.2K 0.12%
5,992
+369
81
$51.1K 0.12%
920
82
$49.5K 0.11%
2,500
83
$49.2K 0.11%
3,480
84
$47.8K 0.11%
2,856
85
$47.6K 0.11%
28,542
+113
86
$46.3K 0.11%
311
-130
87
$45.7K 0.1%
1,525
-75
88
$44.1K 0.1%
7,520
89
$44K 0.1%
38,455
+10,965
90
$44K 0.1%
7,660
+3,910
91
$43.5K 0.1%
2,452
92
$43.2K 0.1%
3,770
93
$41.7K 0.1%
5,500
-7,400
94
$40.2K 0.09%
977
-94
95
$35.2K 0.08%
1,267
96
$35K 0.08%
1,575
-25
97
$31.8K 0.07%
500
98
$31.6K 0.07%
1,075
+44
99
$29K 0.07%
356
100
$28.7K 0.07%
100
2 3
4
5 6