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
301
$68 ﹤0.01%
3,000
302
$68 ﹤0.01%
2,825
303
$65 ﹤0.01%
1,485
304
$65 ﹤0.01%
1,540
305
$64 ﹤0.01%
+1,629
306
$64 ﹤0.01%
855
-70
307
$63 ﹤0.01%
288
308
$63 ﹤0.01%
400
309
$62 ﹤0.01%
636
310
$62 ﹤0.01%
2,650
311
$61 ﹤0.01%
400
312
$61 ﹤0.01%
1,821
313
$60 ﹤0.01%
719
314
$60 ﹤0.01%
1,000
-1,000
315
$59 ﹤0.01%
1,070
316
$55 ﹤0.01%
100
317
$55 ﹤0.01%
878
+32
318
$55 ﹤0.01%
143
319
$55 ﹤0.01%
580
+80
320
$54 ﹤0.01%
953
321
$54 ﹤0.01%
375
+50
322
$54 ﹤0.01%
219
323
$53 ﹤0.01%
+1,070
324
$53 ﹤0.01%
306
325
$52 ﹤0.01%
252
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