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
626
$6.28K ﹤0.01%
25
-1
627
$6.17K ﹤0.01%
300
628
$6.11K ﹤0.01%
66
+1
629
$6.02K ﹤0.01%
66
630
$6.01K ﹤0.01%
71
631
$5.97K ﹤0.01%
62
-11
632
$5.91K ﹤0.01%
600
633
$5.89K ﹤0.01%
95
+30
634
$5.85K ﹤0.01%
1
635
$5.85K ﹤0.01%
88
636
$5.84K ﹤0.01%
108
637
$5.84K ﹤0.01%
301
638
$5.78K ﹤0.01%
400
639
$5.75K ﹤0.01%
275
640
$5.72K ﹤0.01%
200
641
$5.68K ﹤0.01%
181
642
$5.67K ﹤0.01%
39
643
$5.66K ﹤0.01%
150
644
$5.62K ﹤0.01%
90
645
$5.59K ﹤0.01%
511
646
$5.57K ﹤0.01%
+183
647
$5.49K ﹤0.01%
300
648
$5.46K ﹤0.01%
+250
649
$5.44K ﹤0.01%
540
-1
650
$5.44K ﹤0.01%
250
24 25
26
27 28