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
451
$26 ﹤0.01%
200
-21
452
$26 ﹤0.01%
655
453
$26 ﹤0.01%
700
454
$26 ﹤0.01%
493
455
$26 ﹤0.01%
2,550
+400
456
$25 ﹤0.01%
727
457
$25 ﹤0.01%
613
458
$25 ﹤0.01%
217
459
$25 ﹤0.01%
550
+400
460
$25 ﹤0.01%
1,116
461
$25 ﹤0.01%
1,460
462
$24 ﹤0.01%
311
+1
463
$24 ﹤0.01%
399
464
$24 ﹤0.01%
500
465
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600
+200
466
$24 ﹤0.01%
600
467
$24 ﹤0.01%
560
468
$24 ﹤0.01%
540
469
$24 ﹤0.01%
900
470
$23 ﹤0.01%
1,754
-1,480
471
$23 ﹤0.01%
300
472
$22 ﹤0.01%
552
+2
473
$22 ﹤0.01%
267
474
$22 ﹤0.01%
41
475
$21 ﹤0.01%
1,000
17 18
19
20 21