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
201
$227K 0.05%
2,788
202
$223K 0.05%
+3,731
203
$221K 0.05%
866
-106
204
$220K 0.05%
4,556
205
$219K 0.05%
1,193
+80
206
$212K 0.05%
758
+90
207
$206K 0.05%
1,472
208
$205K 0.05%
1,590
+690
209
$204K 0.05%
495
210
$197K 0.05%
1,831
211
$196K 0.05%
11,142
+247
212
$194K 0.05%
3,880
+1,000
213
$194K 0.05%
3,579
214
$193K 0.05%
1,158
215
$192K 0.05%
4,800
216
$192K 0.05%
1,500
+500
217
$190K 0.05%
1,168
+1
218
$190K 0.05%
4,181
219
$187K 0.04%
2,338
+90
220
$186K 0.04%
1,850
221
$186K 0.04%
7,514
222
$184K 0.04%
1,460
223
$183K 0.04%
1,428
224
$179K 0.04%
3,750
-250
225
$179K 0.04%
1,264
7 8
9
10 11