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
426
$29 ﹤0.01%
425
427
$29 ﹤0.01%
500
428
$29 ﹤0.01%
562
+400
429
$29 ﹤0.01%
256
430
$29 ﹤0.01%
+1,300
431
$28 ﹤0.01%
+480
432
$28 ﹤0.01%
575
433
$28 ﹤0.01%
322
434
$28 ﹤0.01%
1,000
435
$28 ﹤0.01%
625
436
$28 ﹤0.01%
718
437
$27 ﹤0.01%
175
438
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481
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439
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300
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430
441
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575
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442
$27 ﹤0.01%
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443
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444
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$27 ﹤0.01%
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446
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447
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448
$26 ﹤0.01%
1,500
449
$26 ﹤0.01%
509
450
$26 ﹤0.01%
550
-1,150
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