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
101
$1.02M 0.25%
6,348
-100
102
$1.02M 0.24%
19,451
+831
103
$1.01M 0.24%
9,265
-503
104
$1M 0.24%
13,870
-2,530
105
$1M 0.24%
50,000
106
$1M 0.24%
9,921
+938
107
$981K 0.24%
1,983
-321
108
$937K 0.22%
18,777
-66
109
$933K 0.22%
6,901
-156
110
$926K 0.22%
9,805
+2,839
111
$918K 0.22%
5,054
+44
112
$894K 0.21%
21,268
113
$876K 0.21%
28,992
+460
114
$863K 0.21%
22,250
+3,000
115
$828K 0.2%
6,768
-2,305
116
$802K 0.19%
1,102
+360
117
$796K 0.19%
14,175
+2,070
118
$796K 0.19%
+27,330
119
$767K 0.18%
7,493
+183
120
$760K 0.18%
3,382
121
$750K 0.18%
16,120
122
$748K 0.18%
14,800
123
$745K 0.18%
7,670
124
$698K 0.17%
4,303
-211
125
$697K 0.17%
20,700
+450
3 4
5
6 7