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
351
$36 ﹤0.01%
113
352
$36 ﹤0.01%
220
+1
353
$36 ﹤0.01%
276
354
$36 ﹤0.01%
724
355
$34 ﹤0.01%
543
356
$34 ﹤0.01%
300
357
$34 ﹤0.01%
1,660
-100
358
$34 ﹤0.01%
156
+43
359
$33 ﹤0.01%
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360
$33 ﹤0.01%
655
361
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241
+61
362
$32 ﹤0.01%
300
363
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130
364
$31 ﹤0.01%
796
365
$31 ﹤0.01%
590
366
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779
367
$31 ﹤0.01%
1,510
368
$31 ﹤0.01%
835
369
$31 ﹤0.01%
134
370
$30 ﹤0.01%
450
371
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500
372
$30 ﹤0.01%
1,114
373
$30 ﹤0.01%
253
+50
374
$29 ﹤0.01%
800
+300
375
$29 ﹤0.01%
103
+1
13 14
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