WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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 Total USD Bond Market 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
1
$5.99M 13.67%
110,444
-1,434
2
$3.76M 8.56%
14,283
3
$1.59M 3.62%
36,260
-320
4
$1.58M 3.6%
27,780
-140
5
$1.18M 2.7%
25,943
-61,678
6
$786K 1.79%
49,984
-2,050
7
$691K 1.58%
26,673
-820
8
$683K 1.56%
17,624
+929
9
$680K 1.55%
60,728
-1,165
10
$666K 1.52%
25,880
-990
11
$661K 1.51%
16,417
-155
12
$626K 1.43%
21,768
+1,616
13
$607K 1.38%
26,942
-1,001
14
$532K 1.21%
11,871
+1,097
15
$530K 1.21%
24,920
+60
16
$520K 1.19%
8,854
17
$511K 1.16%
77,783
-1,405
18
$509K 1.16%
12,884
-345
19
$508K 1.16%
31,213
-490
20
$481K 1.1%
40,387
-1,480
21
$474K 1.08%
22,089
-270
22
$459K 1.05%
13,673
-400
23
$440K 1%
23,610
-100
24
$419K 0.95%
9,709
+87
25
$365K 0.83%
113,626
+16,040
1
2 3 4 5