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
276
$43.6K 0.03%
1,250
-5
277
$42.3K 0.03%
328
+32
278
$41.2K 0.03%
618
+300
279
$41K 0.03%
+225
280
$41K 0.03%
+2,050
281
$39.9K 0.03%
420
282
$39.2K 0.03%
937
-3,200
283
$39K 0.03%
1,450
284
$38.9K 0.03%
349
-1,000
285
$38.7K 0.03%
1,107
286
$38.4K 0.03%
288
287
$38.4K 0.03%
456
+331
288
$38.3K 0.03%
1,600
-4
289
$38.2K 0.02%
852
+215
290
$38.1K 0.02%
+1,900
291
$37.3K 0.02%
+3,233
292
$37.1K 0.02%
739
-100
293
$37K 0.02%
1,000
294
$36.5K 0.02%
+948
295
$36.3K 0.02%
1,547
296
$36.3K 0.02%
400
297
$35.4K 0.02%
682
+9
298
$35.1K 0.02%
825
299
$35.1K 0.02%
400
300
$35K 0.02%
939
-84
10 11
12
13 14