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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$956K
3
+$900K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$620K
5
W icon
Wayfair
W
+$587K

Top Sells

1
+$453K
2
+$210K
3
+$201K
4
GE icon
GE Aerospace
GE
+$160K
5
QCOM icon
Qualcomm
QCOM
+$152K

Sector Composition

1 Technology 12.12%
2 Industrials 11.32%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23.8K 0.01%
324
377
$23.7K 0.01%
118
378
$23.5K 0.01%
341
+152
379
$23.5K 0.01%
258
+1
380
$23.4K 0.01%
292
381
$23.1K 0.01%
+410
382
$23.1K 0.01%
728
383
$22.7K 0.01%
600
384
$22.6K 0.01%
578
-86
385
$22.6K 0.01%
124
-10
386
$22.5K 0.01%
300
387
$22.5K 0.01%
1,250
-250
388
$22.4K 0.01%
334
-12
389
$22.4K 0.01%
500
390
$22.3K 0.01%
342
+41
391
$21.9K 0.01%
620
+155
392
$21.9K 0.01%
352
+1
393
$21.9K 0.01%
274
+1
394
$21.9K 0.01%
252
395
$21.8K 0.01%
408
+2
396
$21.7K 0.01%
133
397
$21.7K 0.01%
580
+5
398
$21.6K 0.01%
1,020
399
$21.6K 0.01%
600
-300
400
$21.2K 0.01%
291
+84
14 15
16
17 18