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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$956K
3
+$900K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$620K
5
W icon
Wayfair
W
+$587K

Top Sells

1
+$453K
2
+$210K
3
+$201K
4
GE icon
GE Aerospace
GE
+$160K
5
QCOM icon
Qualcomm
QCOM
+$152K

Sector Composition

1 Technology 12.12%
2 Industrials 11.32%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$7.38K ﹤0.01%
52
627
$7.29K ﹤0.01%
300
628
$7.2K ﹤0.01%
55
629
$7.18K ﹤0.01%
26
+1
630
$7.18K ﹤0.01%
60
-28
631
$7.14K ﹤0.01%
137
632
$7K ﹤0.01%
300
633
$6.99K ﹤0.01%
572
634
$6.95K ﹤0.01%
51
635
$6.85K ﹤0.01%
72
636
$6.84K ﹤0.01%
54
+25
637
$6.79K ﹤0.01%
150
638
$6.72K ﹤0.01%
83
639
$6.68K ﹤0.01%
150
640
$6.66K ﹤0.01%
480
641
$6.66K ﹤0.01%
170
642
$6.62K ﹤0.01%
78
-7
643
$6.62K ﹤0.01%
100
644
$6.6K ﹤0.01%
331
+1
645
$6.6K ﹤0.01%
200
646
$6.5K ﹤0.01%
183
+1
647
$6.44K ﹤0.01%
309
648
$6.44K ﹤0.01%
114
649
$6.41K ﹤0.01%
43
-44
650
$6.36K ﹤0.01%
364
24 25
26
27 28