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
$40.6M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$265K
3
+$106K
4
AMZN icon
Amazon
AMZN
+$78.4K
5
SNOW icon
Snowflake
SNOW
+$76.6K

Top Sells

1
+$402K
2
+$132K
3
+$83.5K
4
AMGN icon
Amgen
AMGN
+$81.4K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$79.4K

Sector Composition

1 Technology 22.99%
2 Industrials 11.68%
3 Healthcare 7.65%
4 Consumer Discretionary 6.24%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$75.7K 0.19%
4,376
+1
77
$75.4K 0.19%
8,345
+100
78
$73.6K 0.18%
11,690
+6,300
79
$72.5K 0.18%
+3,000
80
$71.8K 0.18%
709
81
$69.8K 0.17%
+3,000
82
$67K 0.16%
1,200
83
$65.5K 0.16%
170
+90
84
$60.8K 0.15%
1,357
85
$60.6K 0.15%
21,472
+996
86
$60.5K 0.15%
1,750
87
$59.1K 0.15%
693
88
$56K 0.14%
28,000
+760
89
$54.9K 0.14%
5,248
+5,173
90
$53.6K 0.13%
22,293
-823
91
$51.1K 0.13%
5,129
+733
92
$48.3K 0.12%
1,288
93
$46.9K 0.12%
16,551
-1,800
94
$45.6K 0.11%
6,500
95
$44.1K 0.11%
1,205
+150
96
$42.4K 0.1%
2,889
97
$42.3K 0.1%
738
-65
98
$38.6K 0.1%
900
+100
99
$37.5K 0.09%
200
100
$36.2K 0.09%
1,782
-400
2 3
4
5 6