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
$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
1
$4.9M 12.07%
107,218
-528
2
$4.02M 9.9%
10,848
-200
3
$1.1M 2.72%
47,057
+3,340
4
$1.04M 2.57%
36,575
+120
5
$765K 1.88%
27,668
+543
6
$733K 1.81%
36,445
-4,149
7
$643K 1.58%
159,125
+2,150
8
$622K 1.53%
11,104
-1,454
9
$598K 1.47%
24,775
-950
10
$596K 1.47%
12,785
-156
11
$553K 1.36%
54,920
-289
12
$518K 1.27%
19,629
+782
13
$504K 1.24%
27,227
+306
14
$499K 1.23%
22,980
15
$494K 1.22%
33,085
+78
16
$489K 1.2%
81,006
-200
17
$485K 1.19%
43,551
-600
18
$450K 1.11%
41,272
+340
19
$438K 1.08%
38,736
+2,571
20
$367K 0.9%
11,197
+1,378
21
$355K 0.87%
47,980
+5,470
22
$350K 0.86%
87,956
+8,778
23
$342K 0.84%
77,800
+60,400
24
$319K 0.79%
10,527
+9,301
25
$315K 0.78%
15,213
-1,471
1
2 3 4 5