WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$455K
3
+$415K
4
ALXN
Alexion Pharmaceuticals
ALXN
+$368K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$264K

Top Sells

1
+$64.3M
2
+$1.54M
3
+$475K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$426K
5
META icon
Meta Platforms (Facebook)
META
+$366K

Sector Composition

1 Technology 12.81%
2 Healthcare 11.54%
3 Industrials 11.18%
4 Consumer Discretionary 5.18%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$18.3K 0.01%
95
-700
402
$17.8K 0.01%
92
+9
403
$17.7K 0.01%
+267
404
$17.6K 0.01%
675
405
$17.6K 0.01%
220
406
$17.6K 0.01%
708
407
$17.5K 0.01%
+500
408
$17.5K 0.01%
120
409
$17.5K 0.01%
+2,000
410
$17.4K 0.01%
+256
411
$17.1K 0.01%
450
412
$17K 0.01%
400
413
$17K 0.01%
287
+235
414
$16.9K 0.01%
230
415
$16.7K 0.01%
500
416
$16.6K 0.01%
300
417
$16.4K 0.01%
176
-66
418
$16.2K 0.01%
370
419
$16.2K 0.01%
300
420
$16.1K 0.01%
150
421
$16.1K 0.01%
209
422
$16K 0.01%
600
-10,750
423
$16K 0.01%
129
424
$15.9K 0.01%
128
425
$15.8K 0.01%
97
15 16
17
18 19