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
126
$20.7K 0.05%
4,985
-539
127
$20.7K 0.05%
504
128
$20.2K 0.05%
300
129
$19.4K 0.05%
800
130
$19.1K 0.05%
2,100
-200
131
$18.3K 0.05%
29,450
+400
132
$17.8K 0.04%
82
133
$17.8K 0.04%
2,469
+523
134
$17.3K 0.04%
356
135
$16.3K 0.04%
3,304
-1,002
136
$15.9K 0.04%
1,131
-1,650
137
$14.9K 0.04%
7,004
-97
138
$14.8K 0.04%
319
+1
139
$13.5K 0.03%
2,750
+300
140
$13.3K 0.03%
1,018
-302
141
$13.2K 0.03%
210
142
$12.9K 0.03%
40
143
$12.2K 0.03%
416,145
+38,675
144
$11.7K 0.03%
350
+50
145
$10.9K 0.03%
693
146
$10.6K 0.03%
1,614
-114
147
$10.4K 0.03%
4,200
+200
148
$10.3K 0.03%
238
+127
149
$10.1K 0.02%
52,878
+1,554
150
$9.69K 0.02%
75,385
+12,515
4 5
6
7 8