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
651
$5.41K ﹤0.01%
294
+80
652
$5.38K ﹤0.01%
20
653
$5.37K ﹤0.01%
114
654
$5.34K ﹤0.01%
250
655
$5.28K ﹤0.01%
+100
656
$5.25K ﹤0.01%
480
657
$5.24K ﹤0.01%
131
658
$5.18K ﹤0.01%
413
659
$5.16K ﹤0.01%
83
660
$5.14K ﹤0.01%
+51
661
$5.09K ﹤0.01%
202
662
$5.09K ﹤0.01%
500
+245
663
$5.08K ﹤0.01%
+100
664
$5.08K ﹤0.01%
25
665
$5.02K ﹤0.01%
59
666
$5K ﹤0.01%
174
667
$4.98K ﹤0.01%
150
-157
668
$4.97K ﹤0.01%
30
669
$4.93K ﹤0.01%
44
670
$4.93K ﹤0.01%
+431
671
$4.9K ﹤0.01%
220
672
$4.86K ﹤0.01%
72
673
$4.86K ﹤0.01%
55
674
$4.81K ﹤0.01%
50
675
$4.65K ﹤0.01%
39
25 26
27
28 29