WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
829
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$455K
3
+$415K
4
ALXN
Alexion Pharmaceuticals
ALXN
+$368K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$264K

Top Sells

1
+$64.3M
2
+$1.54M
3
+$475K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$426K
5
META icon
Meta Platforms (Facebook)
META
+$366K

Sector Composition

1 Technology 12.81%
2 Healthcare 11.54%
3 Industrials 11.18%
4 Consumer Discretionary 5.18%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.78%
13,681
+205
27
$1.18M 0.77%
9,465
-1,015
28
$1.15M 0.75%
9,397
+1
29
$1.15M 0.75%
39,721
+6,646
30
$1.13M 0.74%
22,720
-700
31
$1.1M 0.72%
14,120
+1,001
32
$1.1M 0.72%
21,996
+2,080
33
$1.01M 0.66%
14,718
+275
34
$1M 0.65%
17,996
+4,588
35
$989K 0.65%
18,045
+35
36
$981K 0.64%
7,270
+1,005
37
$967K 0.63%
8,521
+412
38
$965K 0.63%
19,023
+688
39
$956K 0.62%
30,664
-2,436
40
$936K 0.61%
17,800
-400
41
$928K 0.61%
16,750
42
$905K 0.59%
38,475
-1,050
43
$897K 0.59%
3,720
-170
44
$894K 0.58%
6,081
-15
45
$889K 0.58%
19,075
+100
46
$885K 0.58%
4,341
-7
47
$874K 0.57%
11,165
+10
48
$827K 0.54%
7,529
+1,077
49
$818K 0.53%
2,989
-70
50
$803K 0.52%
16,599
+3,700
1
2
3 4 5