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
501
$11.4K 0.01%
309
502
$11.4K 0.01%
419
503
$11.4K 0.01%
307
504
$11.4K 0.01%
729
+141
505
$11.3K 0.01%
1,610
+160
506
$11.3K 0.01%
+100
507
$11.3K 0.01%
140
508
$11.2K 0.01%
273
+5
509
$11.2K 0.01%
500
510
$11.2K 0.01%
470
511
$11.2K 0.01%
110
-1
512
$11.2K 0.01%
300
+100
513
$11.2K 0.01%
614
+134
514
$11.2K 0.01%
146
-12
515
$11.2K 0.01%
174
516
$11K 0.01%
126
-37
517
$11K 0.01%
1,366
+228
518
$10.9K 0.01%
200
519
$10.8K 0.01%
+351
520
$10.8K 0.01%
+200
521
$10.8K 0.01%
113
522
$10.8K 0.01%
141
523
$10.8K 0.01%
1,000
524
$10.7K 0.01%
185
+2
525
$10.6K 0.01%
162
-16
19 20
21
22 23