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
351
$24.7K 0.02%
2,060
352
$24.5K 0.02%
1,422
353
$24.5K 0.02%
600
354
$24.3K 0.02%
514
355
$23.8K 0.02%
187
356
$23.7K 0.02%
500
-1,000
357
$23.6K 0.02%
800
358
$23.1K 0.02%
623
359
$22.7K 0.01%
292
+25
360
$22.6K 0.01%
+100
361
$22.2K 0.01%
950
-200
362
$22.2K 0.01%
1,033
+533
363
$22.2K 0.01%
465
364
$22.1K 0.01%
1,500
365
$22.1K 0.01%
338
366
$22K 0.01%
1,165
367
$21.9K 0.01%
700
+400
368
$21.8K 0.01%
600
369
$21.6K 0.01%
+252
370
$21.6K 0.01%
876
+10
371
$21.4K 0.01%
+1,400
372
$21.2K 0.01%
256
373
$21.2K 0.01%
+838
374
$21K 0.01%
23
375
$20.9K 0.01%
728
13 14
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