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
201
$1.3K ﹤0.01%
37,018
+8,111
202
$1.3K ﹤0.01%
81,388
-13,064
203
$1.28K ﹤0.01%
27,002
-1,159
204
$1.27K ﹤0.01%
52,095
-16,300
205
$1.26K ﹤0.01%
33,062
+972
206
$1.18K ﹤0.01%
23,275
-1,174
207
$1.12K ﹤0.01%
66,362
+31
208
$1.12K ﹤0.01%
4,334
-208
209
$1.09K ﹤0.01%
14,099
+883
210
$1.04K ﹤0.01%
10,486
+5,643
211
$998 ﹤0.01%
2,728
-40
212
$964 ﹤0.01%
11,378
+4
213
$957 ﹤0.01%
47,512
+2,745
214
$833 ﹤0.01%
11
-3
215
$820 ﹤0.01%
9,964
+2
216
$810 ﹤0.01%
10,875
+35
217
$793 ﹤0.01%
29,532
218
$755 ﹤0.01%
4,091
219
$755 ﹤0.01%
10,359
220
$747 ﹤0.01%
2,204
+306
221
$745 ﹤0.01%
1,941
222
$726 ﹤0.01%
+16,150
223
$711 ﹤0.01%
629
224
$701 ﹤0.01%
2,085
+129
225
$693 ﹤0.01%
7,125
7 8
9
10 11