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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$956K
3
+$900K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$620K
5
W icon
Wayfair
W
+$587K

Top Sells

1
+$453K
2
+$210K
3
+$201K
4
GE icon
GE Aerospace
GE
+$160K
5
QCOM icon
Qualcomm
QCOM
+$152K

Sector Composition

1 Technology 12.12%
2 Industrials 11.32%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$14.9K 0.01%
242
-25
477
$14.9K 0.01%
664
-500
478
$14.9K 0.01%
1,557
+3
479
$14.8K 0.01%
80
-8
480
$14.7K 0.01%
355
481
$14.7K 0.01%
110
482
$14.5K 0.01%
190
+67
483
$14.4K 0.01%
295
-100
484
$14.4K 0.01%
+268
485
$14.3K 0.01%
465
-33
486
$14K 0.01%
416
+35
487
$13.9K 0.01%
336
488
$13.9K 0.01%
274
489
$13.8K 0.01%
616
-55
490
$13.8K 0.01%
625
491
$13.7K 0.01%
201
492
$13.7K 0.01%
300
493
$13.6K 0.01%
362
+42
494
$13.6K 0.01%
77
-5
495
$13.6K 0.01%
140
496
$13.4K 0.01%
156
497
$13.4K 0.01%
79
+25
498
$13.4K 0.01%
110
-11
499
$13.3K 0.01%
282
+28
500
$13.3K 0.01%
+482
18 19
20
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