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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.43M
3
+$1.19M
4
PARA
Paramount Global Class B
PARA
+$882K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$812K

Top Sells

1
+$2.28M
2
+$990K
3
+$831K
4
ORCL icon
Oracle
ORCL
+$300K
5
BX icon
Blackstone
BX
+$262K

Sector Composition

1 Technology 19.65%
2 Industrials 10.36%
3 Communication Services 8.49%
4 Consumer Discretionary 8.44%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$19 ﹤0.01%
598
427
$19 ﹤0.01%
200
428
$19 ﹤0.01%
450
429
$19 ﹤0.01%
900
430
$19 ﹤0.01%
146
+36
431
$19 ﹤0.01%
300
+100
432
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433
$18 ﹤0.01%
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434
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436
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69
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20
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$17 ﹤0.01%
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$17 ﹤0.01%
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$17 ﹤0.01%
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448
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449
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231
450
$17 ﹤0.01%
100
16 17
18
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