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
$43.8M
AUM Growth
+$463K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$93.2K
2
+$90K
3
+$79.4K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$51.6K
5
META icon
Meta Platforms (Facebook)
META
+$49.1K

Top Sells

1
+$2.81M
2
+$77.8K
3
+$56.1K
4
T icon
AT&T
T
+$41.7K
5
SNOW icon
Snowflake
SNOW
+$37.6K

Sector Composition

1 Technology 20.36%
2 Industrials 10.14%
3 Communication Services 8.5%
4 Healthcare 7.91%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.09K ﹤0.01%
520
177
$2.09K ﹤0.01%
41,494
+1,578
178
$2.01K ﹤0.01%
13,575
-1,404
179
$1.98K ﹤0.01%
40,179
+116
180
$1.96K ﹤0.01%
19,348
+731
181
$1.9K ﹤0.01%
59,210
+1,565
182
$1.86K ﹤0.01%
69,500
+1,500
183
$1.72K ﹤0.01%
86,095
+25,095
184
$1.62K ﹤0.01%
324
185
$1.61K ﹤0.01%
102,452
+920
186
$1.6K ﹤0.01%
3,375
+1
187
$1.58K ﹤0.01%
25,349
+7,200
188
$1.56K ﹤0.01%
26,740
+216
189
$1.55K ﹤0.01%
6,760
+135
190
$1.53K ﹤0.01%
3,039
-2
191
$1.52K ﹤0.01%
15,000
+14,300
192
$1.38K ﹤0.01%
12,024
+51
193
$1.3K ﹤0.01%
12,252
-300
194
$1.28K ﹤0.01%
4,707
-113
195
$1.26K ﹤0.01%
12,176
196
$1.25K ﹤0.01%
1,914
+26
197
$1.14K ﹤0.01%
26
198
$1.14K ﹤0.01%
41,290
-150
199
$1.13K ﹤0.01%
29,982
+150
200
$1.12K ﹤0.01%
7,125
6 7
8
9 10