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
376
$44 ﹤0.01%
+500
377
$44 ﹤0.01%
3,500
378
$44 ﹤0.01%
306
379
$43 ﹤0.01%
500
380
$42 ﹤0.01%
1,109
381
$42 ﹤0.01%
113
382
$41 ﹤0.01%
400
+31
383
$41 ﹤0.01%
267
+1
384
$41 ﹤0.01%
300
385
$41 ﹤0.01%
+2,000
386
$40 ﹤0.01%
597
387
$40 ﹤0.01%
+2,000
388
$39 ﹤0.01%
165
389
$39 ﹤0.01%
460
390
$39 ﹤0.01%
3,466
391
$38 ﹤0.01%
1,950
392
$38 ﹤0.01%
2,000
-6,300
393
$37 ﹤0.01%
400
394
$37 ﹤0.01%
1,100
395
$37 ﹤0.01%
1,200
396
$37 ﹤0.01%
295
-3,196
397
$36 ﹤0.01%
222
398
$36 ﹤0.01%
300
399
$36 ﹤0.01%
630
400
$35 ﹤0.01%
351
14 15
16
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