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
526
$10.6K 0.01%
185
+4
527
$10.6K 0.01%
915
528
$10.5K 0.01%
107
529
$10.5K 0.01%
201
530
$10.5K 0.01%
200
531
$10.1K 0.01%
391
532
$10.1K 0.01%
102
533
$10K 0.01%
320
+29
534
$10K 0.01%
700
535
$10K 0.01%
156
536
$9.99K 0.01%
377
+89
537
$9.87K 0.01%
615
538
$9.85K 0.01%
614
539
$9.83K 0.01%
200
540
$9.82K 0.01%
186
+3
541
$9.77K 0.01%
93
+47
542
$9.74K 0.01%
160
+47
543
$9.74K 0.01%
306
544
$9.71K 0.01%
115
545
$9.7K 0.01%
298
546
$9.62K 0.01%
+289
547
$9.53K 0.01%
159
548
$9.5K 0.01%
108
549
$9.33K 0.01%
413
550
$9.3K 0.01%
187