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
401
$35 ﹤0.01%
465
+75
402
$35 ﹤0.01%
827
403
$35 ﹤0.01%
500
404
$34 ﹤0.01%
318
405
$34 ﹤0.01%
+750
406
$34 ﹤0.01%
1,000
407
$34 ﹤0.01%
1,075
408
$34 ﹤0.01%
772
409
$34 ﹤0.01%
492
410
$34 ﹤0.01%
414
411
$33 ﹤0.01%
300
412
$32 ﹤0.01%
1,250
413
$32 ﹤0.01%
196
414
$32 ﹤0.01%
235
+200
415
$32 ﹤0.01%
638
416
$32 ﹤0.01%
256
417
$31 ﹤0.01%
102
418
$31 ﹤0.01%
276
419
$31 ﹤0.01%
+1,125
420
$31 ﹤0.01%
130
421
$31 ﹤0.01%
779
422
$31 ﹤0.01%
1,510
423
$30 ﹤0.01%
400
424
$30 ﹤0.01%
350
425
$29 ﹤0.01%
652
+1
15 16
17
18 19