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
$40.6M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.67M
3
+$1.63M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$934K
5
VUG icon
Vanguard Growth ETF
VUG
+$896K

Top Sells

1
+$675K
2
+$555K
3
+$495K
4
PARA
Paramount Global Class B
PARA
+$462K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$402K

Sector Composition

1 Technology 22.99%
2 Industrials 11.68%
3 Healthcare 7.65%
4 Consumer Discretionary 6.24%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$79 ﹤0.01%
319
+184
327
$78 ﹤0.01%
1,838
328
$78 ﹤0.01%
909
+3
329
$77 ﹤0.01%
1,547
330
$77 ﹤0.01%
1,509
-799
331
$76 ﹤0.01%
270
332
$75 ﹤0.01%
5,353
333
$75 ﹤0.01%
2,675
334
$75 ﹤0.01%
1,000
335
$73 ﹤0.01%
1,174
336
$73 ﹤0.01%
2,288
337
$73 ﹤0.01%
1,050
338
$72 ﹤0.01%
100
339
$72 ﹤0.01%
1,875
340
$71 ﹤0.01%
737
341
$70 ﹤0.01%
575
342
$69 ﹤0.01%
671
-100
343
$68 ﹤0.01%
2,733
-310
344
$67 ﹤0.01%
1,383
+1
345
$65 ﹤0.01%
245
+139
346
$65 ﹤0.01%
+375
347
$64 ﹤0.01%
4,700
348
$63 ﹤0.01%
1,811
349
$62 ﹤0.01%
334
350
$62 ﹤0.01%
1,002
12 13
14
15 16