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
$153M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$455K
3 +$430K
4
ALXN
Alexion Pharmaceuticals
ALXN
+$346K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$263K

Top Sells

1 +$65.5M
2 +$1.47M
3 +$468K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$421K
5
META icon
Meta Platforms (Facebook)
META
+$354K

Sector Composition

1 Technology 12.06%
2 Industrials 11.93%
3 Healthcare 11.54%
4 Consumer Discretionary 5.18%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9.27K 0.01%
162
552
$9.26K 0.01%
484
553
$9.22K 0.01%
486
554
$9.19K 0.01%
723
555
$9.16K 0.01%
+166
556
$9.09K 0.01%
100
557
$9.06K 0.01%
+256
558
$8.95K 0.01%
165
559
$8.94K 0.01%
+793
560
$8.89K 0.01%
86
561
$8.87K 0.01%
242
562
$8.82K 0.01%
187
563
$8.81K 0.01%
296
564
$8.78K 0.01%
400
565
$8.78K 0.01%
270
566
$8.78K 0.01%
200
567
$8.75K 0.01%
592
568
$8.75K 0.01%
340
569
$8.65K 0.01%
423
570
$8.62K 0.01%
354
+1
571
$8.57K 0.01%
141
-38
572
$8.55K 0.01%
52
573
$8.52K 0.01%
131
574
$8.51K 0.01%
329
575
$8.48K 0.01%
165