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
151
$9.43K 0.02%
386
152
$9K 0.02%
2,000
153
$8.81K 0.02%
75
154
$8.34K 0.02%
356
-700
155
$8.3K 0.02%
700
+100
156
$7.76K 0.02%
22,780
-1,400
157
$7.52K 0.02%
+1,932
158
$7.48K 0.02%
500
159
$7.11K 0.02%
800
-350
160
$6.9K 0.02%
4,520
-25,085
161
$6.63K 0.02%
500
162
$5.92K 0.01%
500
+100
163
$5.92K 0.01%
3,278
+3
164
$5.78K 0.01%
516
165
$5.75K 0.01%
45,986
+1,816
166
$5.58K 0.01%
242
+55
167
$5.24K 0.01%
4,400
+1,700
168
$5.13K 0.01%
10,403
+129
169
$5K 0.01%
4,100
170
$5K 0.01%
19,550
171
$4.58K 0.01%
475
-400
172
$3.99K 0.01%
732,189
+27,400
173
$3.9K 0.01%
1,571
-100
174
$3.26K 0.01%
9,167
-177
175
$3.1K 0.01%
13,400
+13,300
5 6
7
8 9