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
151
$437K 0.1%
1,500
152
$436K 0.1%
1,267
+23
153
$434K 0.1%
3,700
-300
154
$432K 0.1%
7,479
+230
155
$415K 0.1%
4,385
-356
156
$404K 0.1%
34,390
-7,475
157
$399K 0.1%
2,280
158
$398K 0.1%
3,012
-185
159
$366K 0.09%
6,761
-395
160
$358K 0.09%
3,832
-49
161
$347K 0.08%
6,171
162
$345K 0.08%
3,531
-200
163
$337K 0.08%
12,150
+2,751
164
$333K 0.08%
634
+62
165
$331K 0.08%
3,055
166
$328K 0.08%
5,645
-441
167
$327K 0.08%
6,506
-6,900
168
$315K 0.08%
17,274
+3,722
169
$313K 0.08%
3,000
170
$310K 0.07%
5,090
171
$308K 0.07%
11,725
+11,625
172
$307K 0.07%
3,350
173
$300K 0.07%
2,345
+150
174
$300K 0.07%
3,585
-3,842
175
$298K 0.07%
1,682
-67
5 6
7
8 9