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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$956K
3
+$900K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$620K
5
W icon
Wayfair
W
+$587K

Top Sells

1
+$453K
2
+$210K
3
+$201K
4
GE icon
GE Aerospace
GE
+$160K
5
QCOM icon
Qualcomm
QCOM
+$152K

Sector Composition

1 Technology 12.12%
2 Industrials 11.32%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$18.4K 0.01%
186
-19
427
$18.2K 0.01%
300
428
$18.2K 0.01%
200
-19
429
$18.1K 0.01%
333
430
$18.1K 0.01%
300
431
$18K 0.01%
535
-15
432
$18K 0.01%
1,514
433
$18K 0.01%
200
-22
434
$17.9K 0.01%
1,990
435
$17.9K 0.01%
86
-9
436
$17.9K 0.01%
23
437
$17.8K 0.01%
194
+41
438
$17.8K 0.01%
500
439
$17.7K 0.01%
1,020
-90
440
$17.7K 0.01%
398
-436
441
$17.6K 0.01%
363
442
$17.6K 0.01%
187
-22
443
$17.6K 0.01%
309
-34
444
$17.5K 0.01%
248
445
$17.4K 0.01%
500
446
$17.3K 0.01%
230
+3
447
$17.2K 0.01%
498
+200
448
$17.1K 0.01%
300
449
$17K 0.01%
181
450
$16.9K 0.01%
488
+35
16 17
18
19 20