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
251
$56.4K 0.04%
876
+100
252
$55.7K 0.04%
513
+153
253
$54K 0.04%
1,131
254
$53.9K 0.04%
1,764
+2
255
$53.6K 0.04%
912
+700
256
$53.5K 0.03%
1,702
-835
257
$53.2K 0.03%
1,008
258
$52.9K 0.03%
500
259
$52.8K 0.03%
718
260
$52.1K 0.03%
1,329
+129
261
$52K 0.03%
1,054
262
$51.5K 0.03%
325
263
$50.5K 0.03%
564
264
$49.8K 0.03%
900
-1
265
$48.9K 0.03%
3,300
266
$48.7K 0.03%
1,000
267
$48.5K 0.03%
1,400
268
$48.1K 0.03%
215
269
$47.7K 0.03%
875
-335
270
$46.4K 0.03%
1,172
+600
271
$46.2K 0.03%
763
+82
272
$46.1K 0.03%
1,300
273
$45.1K 0.03%
994
274
$44.7K 0.03%
400
275
$44.5K 0.03%
933
+733
9 10
11
12 13