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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$956K
3
+$900K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$620K
5
W icon
Wayfair
W
+$587K

Top Sells

1
+$453K
2
+$210K
3
+$201K
4
GE icon
GE Aerospace
GE
+$160K
5
QCOM icon
Qualcomm
QCOM
+$152K

Sector Composition

1 Technology 12.12%
2 Industrials 11.32%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$66.4K 0.04%
3,095
-275
252
$66.1K 0.04%
3,375
253
$65.6K 0.04%
430
254
$65.2K 0.04%
375
-15
255
$64.3K 0.03%
386
256
$64.1K 0.03%
978
257
$63.6K 0.03%
3,500
258
$62K 0.03%
1,272
259
$61.7K 0.03%
1,110
260
$60.2K 0.03%
3,193
+279
261
$59.8K 0.03%
1,770
+3
262
$59.6K 0.03%
2,650
+2,227
263
$59.6K 0.03%
718
264
$57.8K 0.03%
1,000
265
$57.6K 0.03%
509
-138
266
$56.7K 0.03%
407
-15
267
$56.5K 0.03%
901
+1
268
$55.7K 0.03%
1,250
269
$55.4K 0.03%
1,005
-100
270
$55K 0.03%
1,350
-250
271
$54.9K 0.03%
1,395
272
$54.9K 0.03%
217
+1
273
$54.2K 0.03%
1,020
-100
274
$53.7K 0.03%
775
275
$53.3K 0.03%
1,884
-31
9 10
11
12 13