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
476
$20 ﹤0.01%
276
+1
477
$20 ﹤0.01%
476
478
$20 ﹤0.01%
550
+150
479
$19 ﹤0.01%
400
480
$19 ﹤0.01%
288
481
$19 ﹤0.01%
17,000
482
$19 ﹤0.01%
+160
483
$19 ﹤0.01%
300
484
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146
485
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486
$18 ﹤0.01%
600
487
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324
488
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500
489
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385
490
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491
$18 ﹤0.01%
1,400
492
$17 ﹤0.01%
205
493
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494
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496
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279
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497
$17 ﹤0.01%
600
498
$16 ﹤0.01%
55
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499
$16 ﹤0.01%
598
500
$16 ﹤0.01%
355
18 19
20
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