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
351
$60 ﹤0.01%
400
352
$60 ﹤0.01%
290
353
$60 ﹤0.01%
252
354
$58 ﹤0.01%
1,570
-500
355
$57 ﹤0.01%
1,010
356
$56 ﹤0.01%
4,535
357
$56 ﹤0.01%
+998
358
$55 ﹤0.01%
+392
359
$54 ﹤0.01%
1,441
+9
360
$53 ﹤0.01%
2,029
-50
361
$53 ﹤0.01%
425
+4
362
$52 ﹤0.01%
800
363
$50 ﹤0.01%
345
364
$49 ﹤0.01%
203
365
$49 ﹤0.01%
520
366
$48 ﹤0.01%
637
367
$48 ﹤0.01%
2,825
368
$48 ﹤0.01%
639
369
$46 ﹤0.01%
297
370
$46 ﹤0.01%
1,070
371
$46 ﹤0.01%
929
372
$46 ﹤0.01%
662
373
$45 ﹤0.01%
219
374
$45 ﹤0.01%
1,200
375
$44 ﹤0.01%
705
13 14
15
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