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
176
$298K 0.07%
2,000
177
$294K 0.07%
2,585
178
$291K 0.07%
3,125
+25
179
$289K 0.07%
14,000
+5,000
180
$285K 0.07%
4,636
181
$284K 0.07%
5,616
182
$280K 0.07%
32,160
-2,015
183
$275K 0.07%
5,835
+1,001
184
$274K 0.07%
749
-40
185
$274K 0.07%
1,004
186
$271K 0.06%
4,438
+33
187
$269K 0.06%
2,245
-250
188
$265K 0.06%
1,311
+120
189
$264K 0.06%
4,421
-1,000
190
$260K 0.06%
5,994
-2,035
191
$255K 0.06%
21,200
192
$252K 0.06%
1,009
+50
193
$249K 0.06%
450
194
$244K 0.06%
+3,469
195
$244K 0.06%
2,832
196
$240K 0.06%
1,471
-100
197
$237K 0.06%
39,225
+31,089
198
$234K 0.06%
16,750
-450
199
$230K 0.06%
7,286
+1,170
200
$228K 0.05%
3,263
-216
6 7
8
9 10