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
126
$679K 0.16%
1,495
+220
127
$668K 0.16%
10,559
-225
128
$663K 0.16%
4,194
-491
129
$628K 0.15%
2,778
-27
130
$627K 0.15%
6,050
+6,000
131
$608K 0.15%
3,457
+732
132
$591K 0.14%
32,800
+6,643
133
$586K 0.14%
6,160
+527
134
$566K 0.14%
5,970
135
$565K 0.14%
12,465
+3,865
136
$526K 0.13%
8,742
+3
137
$521K 0.12%
84,570
-6,605
138
$513K 0.12%
11,614
-200
139
$508K 0.12%
4,768
-10
140
$504K 0.12%
7,393
+332
141
$501K 0.12%
4,307
+100
142
$495K 0.12%
7,032
+3,864
143
$493K 0.12%
3,124
+655
144
$485K 0.12%
21,700
145
$471K 0.11%
1,226
-139
146
$464K 0.11%
2,154
+50
147
$449K 0.11%
26,050
-700
148
$447K 0.11%
5,871
+282
149
$443K 0.11%
845
-680
150
$439K 0.11%
912
+101
4 5
6
7 8