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
576
$8.48K 0.01%
260
577
$8.47K 0.01%
510
578
$8.43K 0.01%
85
+31
579
$8.41K 0.01%
150
580
$8.39K 0.01%
54
581
$8.38K 0.01%
+78
582
$8.37K 0.01%
114
-144
583
$8.34K 0.01%
154
584
$8.33K 0.01%
+257
585
$8.29K 0.01%
250
+100
586
$8.18K 0.01%
63
587
$8.13K 0.01%
40
588
$8.12K 0.01%
363
589
$8.11K 0.01%
93
590
$8.07K 0.01%
+300
591
$8.03K 0.01%
204
592
$7.79K 0.01%
81
593
$7.79K 0.01%
300
594
$7.78K 0.01%
137
+38
595
$7.72K 0.01%
200
596
$7.69K 0.01%
268
597
$7.63K 0.01%
422
598
$7.54K ﹤0.01%
260
-101
599
$7.41K ﹤0.01%
68
600
$7.35K ﹤0.01%
135
-1
22 23
24
25 26