WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$455K
3
+$430K
4
ALXN
Alexion Pharmaceuticals
ALXN
+$346K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$263K

Top Sells

1
+$65.5M
2
+$1.47M
3
+$468K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$421K
5
META icon
Meta Platforms (Facebook)
META
+$354K

Sector Composition

1 Technology 12.06%
2 Industrials 11.93%
3 Healthcare 11.54%
4 Consumer Discretionary 5.18%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74.2K 0.05%
1,372
227
$74.1K 0.05%
3,175
+750
228
$73.6K 0.05%
1,000
229
$73.4K 0.05%
3,000
230
$71.6K 0.05%
1,600
231
$71.4K 0.05%
607
232
$71.3K 0.05%
3,061
-729
233
$70.5K 0.05%
848
234
$67.6K 0.04%
1,627
-98
235
$67.1K 0.04%
2,745
-3
236
$67K 0.04%
3,514
+800
237
$65.3K 0.04%
3,500
238
$65.2K 0.04%
592
-137
239
$64.9K 0.04%
952
+44
240
$64.1K 0.04%
500
241
$63.3K 0.04%
1,000
242
$63.2K 0.04%
934
+69
243
$62.9K 0.04%
2,115
244
$62.6K 0.04%
1,434
+938
245
$62.2K 0.04%
3,300
246
$62.2K 0.04%
2,688
+1,888
247
$61.8K 0.04%
3,375
248
$60.7K 0.04%
390
249
$57.8K 0.04%
+1,250
250
$57.1K 0.04%
1,070
-100
8 9
10
11 12