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
601
$7.32K ﹤0.01%
96
+22
602
$7.29K ﹤0.01%
150
603
$7.26K ﹤0.01%
133
604
$7.21K ﹤0.01%
81
605
$7.18K ﹤0.01%
176
606
$7.18K ﹤0.01%
+518
607
$7.13K ﹤0.01%
150
608
$7.08K ﹤0.01%
309
609
$7.07K ﹤0.01%
184
610
$7.05K ﹤0.01%
68
611
$7.04K ﹤0.01%
85
-1
612
$6.99K ﹤0.01%
88
613
$6.88K ﹤0.01%
300
614
$6.88K ﹤0.01%
152
615
$6.87K ﹤0.01%
200
+100
616
$6.84K ﹤0.01%
100
-53
617
$6.82K ﹤0.01%
52
618
$6.81K ﹤0.01%
145
619
$6.79K ﹤0.01%
215
+150
620
$6.68K ﹤0.01%
200
621
$6.6K ﹤0.01%
3,250
622
$6.59K ﹤0.01%
400
-447
623
$6.48K ﹤0.01%
87
-1
624
$6.38K ﹤0.01%
125
-25
625
$6.3K ﹤0.01%
100
23 24
25
26 27