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
76
$1.46M 0.35%
28,900
+6,300
77
$1.44M 0.35%
12,517
+127
78
$1.43M 0.34%
30,071
-294
79
$1.42M 0.34%
4,712
80
$1.42M 0.34%
4,899
-540
81
$1.38M 0.33%
32,657
+2,982
82
$1.33M 0.32%
20,695
-3,955
83
$1.33M 0.32%
3,161
+49
84
$1.31M 0.31%
6,335
85
$1.31M 0.31%
17,109
+137
86
$1.26M 0.3%
26,614
+114
87
$1.25M 0.3%
13,651
+199
88
$1.17M 0.28%
23,831
+4,787
89
$1.17M 0.28%
12,798
+174
90
$1.16M 0.28%
5,816
-30
91
$1.15M 0.28%
17,210
-678
92
$1.13M 0.27%
66,504
+23
93
$1.11M 0.27%
3,471
-1,041
94
$1.11M 0.27%
62,738
-8,300
95
$1.09M 0.26%
53,110
-7,875
96
$1.09M 0.26%
3,063
-390
97
$1.07M 0.26%
19,023
-2,250
98
$1.06M 0.25%
2,106
-20
99
$1.05M 0.25%
19,362
+625
100
$1.03M 0.25%
15,694
+1,650
2 3
4
5 6