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
426
$15.8K 0.01%
450
+125
427
$15.6K 0.01%
1,020
+620
428
$15.6K 0.01%
86
+7
429
$15.5K 0.01%
+300
430
$15.5K 0.01%
87
+30
431
$15.4K 0.01%
418
432
$15.3K 0.01%
1,990
+640
433
$15.3K 0.01%
220
434
$15.3K 0.01%
308
+57
435
$15.3K 0.01%
500
436
$15.1K 0.01%
392
437
$15.1K 0.01%
118
438
$15.1K 0.01%
75
439
$15.1K 0.01%
88
+18
440
$15.1K 0.01%
230
441
$15K 0.01%
570
442
$14.9K 0.01%
512
443
$14.9K 0.01%
465
444
$14.8K 0.01%
1,798
445
$14.7K 0.01%
600
446
$14.5K 0.01%
216
447
$14.5K 0.01%
138
448
$14.3K 0.01%
100
449
$14K 0.01%
181
450
$14K 0.01%
923
+723