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
$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
1
$15.6M 3.74%
91,401
-3,688
2
$15.4M 3.68%
126,985
+8,480
3
$14.3M 3.42%
54,908
+1,342
4
$14M 3.36%
31,561
-1,392
5
$10.9M 2.62%
142,058
-10,520
6
$10.3M 2.48%
24,535
-696
7
$9.58M 2.3%
53,039
+1,342
8
$8.16M 1.96%
109,912
+2,677
9
$7.26M 1.74%
143,050
+1,366
10
$6.93M 1.66%
70,713
+1,080
11
$6.84M 1.64%
14,064
-1,533
12
$6.76M 1.62%
21,306
+390
13
$6.53M 1.56%
43,102
-300
14
$6.12M 1.47%
33,553
-320
15
$5.39M 1.29%
53,602
+1,814
16
$5.33M 1.28%
116,942
+970
17
$5.12M 1.23%
10,805
-17
18
$5.12M 1.23%
24,553
-1,336
19
$4.99M 1.2%
32,468
-2,409
20
$4.82M 1.16%
60,498
-1,969
21
$4.62M 1.11%
22,444
-565
22
$4.56M 1.09%
315,115
-109,975
23
$4.26M 1.02%
85,850
-1,050
24
$4.09M 0.98%
31,132
+231
25
$4.07M 0.98%
79,850
-6,100
1
2 3 4 5