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
$153M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$455K
3
+$430K
4
ALXN
Alexion Pharmaceuticals
ALXN
+$346K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$263K

Top Sells

1
+$65.5M
2
+$1.47M
3
+$468K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$421K
5
META icon
Meta Platforms (Facebook)
META
+$354K

Sector Composition

1 Technology 12.06%
2 Industrials 11.93%
3 Healthcare 11.54%
4 Consumer Discretionary 5.18%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K 0.01%
73
452
$14K 0.01%
400
453
$13.9K 0.01%
84
454
$13.9K 0.01%
+363
455
$13.9K 0.01%
103
+10
456
$13.8K 0.01%
180
457
$13.8K 0.01%
327
+33
458
$13.8K 0.01%
254
459
$13.7K 0.01%
+231
460
$13.7K 0.01%
600
461
$13.7K 0.01%
250
-1
462
$13.7K 0.01%
600
463
$13.7K 0.01%
625
464
$13.7K 0.01%
+740
465
$13.6K 0.01%
196
466
$13.6K 0.01%
414
467
$13.6K 0.01%
212
468
$13.6K 0.01%
102
469
$13.5K 0.01%
227
+21
470
$13.4K 0.01%
248
+37
471
$13.3K 0.01%
1,554
+4
472
$13.3K 0.01%
100
473
$13.3K 0.01%
77
-8
474
$13.2K 0.01%
285
+86
475
$13.2K 0.01%
462
17 18
19
20 21