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
276
$52.8K 0.03%
1,400
277
$52.5K 0.03%
1,054
278
$51.2K 0.03%
287
+162
279
$51.2K 0.03%
1,065
-66
280
$51.2K 0.03%
994
281
$51K 0.03%
1,000
-1,200
282
$50.7K 0.03%
468
+208
283
$50.1K 0.03%
338
+10
284
$50K 0.03%
751
+251
285
$49.2K 0.03%
1,601
+150
286
$48.8K 0.03%
2,687
+1,764
287
$48.8K 0.03%
1,250
288
$48.6K 0.03%
800
-200
289
$48.6K 0.03%
1,039
+31
290
$48.5K 0.03%
1,198
-41
291
$47K 0.03%
1,300
292
$46.7K 0.03%
5,013
293
$45.4K 0.02%
1,069
-12
294
$44.4K 0.02%
1,714
+6
295
$44.3K 0.02%
618
296
$43.9K 0.02%
957
+210
297
$43.6K 0.02%
463
+57
298
$42.8K 0.02%
300
299
$42.8K 0.02%
364
+6
300
$42.7K 0.02%
400
10 11
12
13 14