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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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
526
$13 ﹤0.01%
224
527
$13 ﹤0.01%
99
528
$13 ﹤0.01%
448
529
$13 ﹤0.01%
150
530
$12 ﹤0.01%
308
531
$12 ﹤0.01%
2,945
532
$12 ﹤0.01%
1,020
533
$12 ﹤0.01%
250
534
$12 ﹤0.01%
40
535
$12 ﹤0.01%
76
536
$12 ﹤0.01%
250
537
$12 ﹤0.01%
300
538
$12 ﹤0.01%
300
539
$12 ﹤0.01%
331
540
$12 ﹤0.01%
300
541
$11 ﹤0.01%
52
542
$11 ﹤0.01%
350
+200
543
$11 ﹤0.01%
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544
$11 ﹤0.01%
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545
$11 ﹤0.01%
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546
$11 ﹤0.01%
80
547
$11 ﹤0.01%
126
548
$10 ﹤0.01%
227
549
$10 ﹤0.01%
2,290
550
$10 ﹤0.01%
100
20 21
22
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