WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
476
$13K 0.01%
742
477
$13K 0.01%
355
478
$12.9K 0.01%
236
479
$12.9K 0.01%
201
480
$12.9K 0.01%
191
+37
481
$12.9K 0.01%
156
482
$12.9K 0.01%
717
+44
483
$12.7K 0.01%
406
-40
484
$12.6K 0.01%
411
+12
485
$12.5K 0.01%
194
486
$12.4K 0.01%
1,876
+313
487
$12.3K 0.01%
+3,200
488
$12.2K 0.01%
274
+24
489
$12.2K 0.01%
82
490
$12.1K 0.01%
155
491
$12.1K 0.01%
4,400
+1,000
492
$12.1K 0.01%
336
493
$12K 0.01%
153
494
$11.9K 0.01%
+1,000
495
$11.7K 0.01%
56,850
-4,200
496
$11.6K 0.01%
300
497
$11.6K 0.01%
150
498
$11.6K 0.01%
130
499
$11.5K 0.01%
1,000
500
$11.5K 0.01%
730
18 19
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