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
176
$3.01K 0.01%
554,201
+81,850
177
$2.8K 0.01%
189,839
-8,925
178
$2.51K 0.01%
350
-700
179
$2.38K 0.01%
29,298
-513
180
$2.37K 0.01%
50,520
+17,305
181
$2.24K 0.01%
41,678
-202
182
$2.04K 0.01%
300
183
$1.98K ﹤0.01%
43,149
-12,776
184
$1.98K ﹤0.01%
26,673
-77
185
$1.91K ﹤0.01%
13,651
-15
186
$1.82K ﹤0.01%
25,354
+6,758
187
$1.8K ﹤0.01%
19,647
+90
188
$1.78K ﹤0.01%
34,693
+32,993
189
$1.77K ﹤0.01%
549
190
$1.74K ﹤0.01%
520
191
$1.7K ﹤0.01%
1,850
192
$1.59K ﹤0.01%
50
-100
193
$1.58K ﹤0.01%
4,784
-1,007
194
$1.54K ﹤0.01%
11,752
-678
195
$1.48K ﹤0.01%
28,679
+11,090
196
$1.48K ﹤0.01%
3,874
-101
197
$1.38K ﹤0.01%
500
198
$1.35K ﹤0.01%
2,544
-134
199
$1.32K ﹤0.01%
13,269
+952
200
$1.32K ﹤0.01%
77,695
+6,410
6 7
8
9 10