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
$43.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.43M
3
+$1.19M
4
PARA
Paramount Global Class B
PARA
+$882K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$812K

Top Sells

1
+$2.28M
2
+$990K
3
+$831K
4
ORCL icon
Oracle
ORCL
+$300K
5
BX icon
Blackstone
BX
+$262K

Sector Composition

1 Technology 19.65%
2 Industrials 10.36%
3 Communication Services 8.49%
4 Consumer Discretionary 8.44%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$292 ﹤0.01%
3,325
227
$289 ﹤0.01%
2,000
228
$288 ﹤0.01%
1,501
-49
229
$286 ﹤0.01%
3,750
230
$264 ﹤0.01%
923
-119
231
$262 ﹤0.01%
5,575
+250
232
$255 ﹤0.01%
3,000
233
$251 ﹤0.01%
3,732
-300
234
$241 ﹤0.01%
6,129
+250
235
$225 ﹤0.01%
573
236
$224 ﹤0.01%
70,000
-500
237
$223 ﹤0.01%
917
238
$219 ﹤0.01%
1,129
+174
239
$216 ﹤0.01%
3,463
240
$209 ﹤0.01%
3,000
+200
241
$206 ﹤0.01%
3,000
242
$203 ﹤0.01%
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243
$198 ﹤0.01%
1,285
-7
244
$190 ﹤0.01%
2,414
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245
$186 ﹤0.01%
2,655
+1
246
$181 ﹤0.01%
4,756
247
$178 ﹤0.01%
1,621
+1,506
248
$177 ﹤0.01%
503
+1
249
$167 ﹤0.01%
10,688
-10,797
250
$159 ﹤0.01%
+281
8 9
10
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