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
301
$34.8K 0.02%
+1,200
302
$34.6K 0.02%
1,545
+100
303
$34.5K 0.02%
236
304
$34.2K 0.02%
1,110
305
$34K 0.02%
78
306
$33.8K 0.02%
1,708
+475
307
$33.6K 0.02%
300
-500
308
$33.6K 0.02%
1,665
+894
309
$33.5K 0.02%
792
+222
310
$33.5K 0.02%
335
+50
311
$33.2K 0.02%
600
312
$32.9K 0.02%
848
-31
313
$32.6K 0.02%
691
-141
314
$32.3K 0.02%
2,140
-240
315
$32.2K 0.02%
1,000
+700
316
$32K 0.02%
+700
317
$32K 0.02%
764
+354
318
$31.6K 0.02%
556
319
$31.6K 0.02%
814
320
$31.5K 0.02%
637
+237
321
$30.9K 0.02%
1,400
322
$30.9K 0.02%
1,000
323
$30.7K 0.02%
514
324
$30.4K 0.02%
451
-29
325
$30.2K 0.02%
+1,263
11 12
13
14 15