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
101
$34.7K 0.09%
37,815
+1,431
102
$34K 0.08%
920
103
$32.7K 0.08%
+600
104
$32.1K 0.08%
1,510
-460
105
$30.8K 0.08%
1,000
106
$29.9K 0.07%
16,268
+224
107
$29.5K 0.07%
24,302
+8,650
108
$29.2K 0.07%
12
109
$28.9K 0.07%
3,204
+721
110
$28K 0.07%
11,484
+622
111
$27.5K 0.07%
4,550
-2,100
112
$27.3K 0.07%
7,730
113
$26.5K 0.07%
1,109
+55
114
$26.5K 0.07%
500
115
$26.4K 0.07%
708
116
$26.1K 0.06%
1,527
-625
117
$25.7K 0.06%
1,220
+230
118
$25.3K 0.06%
2,507
119
$25K 0.06%
2,917
+520
120
$24.9K 0.06%
221
+21
121
$24.5K 0.06%
1,603
122
$24.4K 0.06%
5,312
+4,058
123
$21.7K 0.05%
4,207
-1,400
124
$21.5K 0.05%
150
125
$20.8K 0.05%
1,248
+400
3 4
5
6 7