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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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%
103
+1
377
$29 ﹤0.01%
150
378
$28 ﹤0.01%
220
379
$28 ﹤0.01%
99
380
$28 ﹤0.01%
144
381
$28 ﹤0.01%
10,000
382
$27 ﹤0.01%
100
383
$27 ﹤0.01%
183
384
$27 ﹤0.01%
425
385
$27 ﹤0.01%
900
386
$27 ﹤0.01%
95
387
$27 ﹤0.01%
470
-1,584
388
$27 ﹤0.01%
+400
389
$27 ﹤0.01%
635
390
$27 ﹤0.01%
349
-51
391
$26 ﹤0.01%
308
+58
392
$26 ﹤0.01%
625
393
$26 ﹤0.01%
515
+15
394
$26 ﹤0.01%
+273
395
$26 ﹤0.01%
1,075
396
$25 ﹤0.01%
102
397
$25 ﹤0.01%
267
398
$25 ﹤0.01%
85
399
$25 ﹤0.01%
600
400
$25 ﹤0.01%
+544
14 15
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