We are live on ! Find out more
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
576
$9 ﹤0.01%
250
577
$9 ﹤0.01%
100
578
$9 ﹤0.01%
1,200
579
$9 ﹤0.01%
397
580
$9 ﹤0.01%
210
581
$8 ﹤0.01%
600
582
$8 ﹤0.01%
575
583
$8 ﹤0.01%
294
584
$8 ﹤0.01%
126
585
$8 ﹤0.01%
1,300
586
$8 ﹤0.01%
102
-100
587
$8 ﹤0.01%
100
588
$8 ﹤0.01%
84
589
$8 ﹤0.01%
170
590
$8 ﹤0.01%
400
591
$8 ﹤0.01%
200
592
$7 ﹤0.01%
39
593
$7 ﹤0.01%
43
594
$7 ﹤0.01%
166
595
$7 ﹤0.01%
296
596
$7 ﹤0.01%
392
597
$7 ﹤0.01%
302
598
$7 ﹤0.01%
480
599
$7 ﹤0.01%
100
600
$7 ﹤0.01%
743
-90
22 23
24
25 26