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
376
$29 ﹤0.01%
638
377
$29 ﹤0.01%
150
378
$28 ﹤0.01%
220
379
$28 ﹤0.01%
99
380
$28 ﹤0.01%
144
381
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10,000
382
$27 ﹤0.01%
425
383
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900
384
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100
385
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183
386
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470
-1,584
387
$27 ﹤0.01%
+400
388
$27 ﹤0.01%
635
389
$27 ﹤0.01%
349
-51
390
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95
391
$26 ﹤0.01%
625
392
$26 ﹤0.01%
308
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393
$26 ﹤0.01%
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394
$26 ﹤0.01%
515
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395
$26 ﹤0.01%
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396
$25 ﹤0.01%
85
397
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398
$25 ﹤0.01%
600
399
$25 ﹤0.01%
+544
400
$25 ﹤0.01%
267
14 15
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