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
276
$110 ﹤0.01%
721
+202
277
$110 ﹤0.01%
1,308
+72
278
$106 ﹤0.01%
4,777
279
$104 ﹤0.01%
430
280
$102 ﹤0.01%
3,816
281
$101 ﹤0.01%
1,500
282
$101 ﹤0.01%
1,000
283
$99 ﹤0.01%
1,976
+1
284
$99 ﹤0.01%
1,996
285
$99 ﹤0.01%
2,970
+3
286
$98 ﹤0.01%
713
-15
287
$97 ﹤0.01%
1,768
+2
288
$94 ﹤0.01%
250
289
$93 ﹤0.01%
2,284
-246
290
$92 ﹤0.01%
2,518
+518
291
$91 ﹤0.01%
1,444
292
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+2,981
293
$85 ﹤0.01%
371
+47
294
$84 ﹤0.01%
1,612
+92
295
$82 ﹤0.01%
905
296
$80 ﹤0.01%
715
297
$78 ﹤0.01%
737
298
$75 ﹤0.01%
898
+1
299
$72 ﹤0.01%
1,838
300
$71 ﹤0.01%
500
10 11
12
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