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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
$43.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.43M
3
+$1.19M
4
PARA
Paramount Global Class B
PARA
+$882K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$812K

Top Sells

1
+$2.28M
2
+$990K
3
+$831K
4
ORCL icon
Oracle
ORCL
+$300K
5
BX icon
Blackstone
BX
+$262K

Sector Composition

1 Technology 19.65%
2 Industrials 10.36%
3 Communication Services 8.49%
4 Consumer Discretionary 8.44%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2 ﹤0.01%
95
652
$2 ﹤0.01%
24
653
$2 ﹤0.01%
87
654
$2 ﹤0.01%
45
-125
655
$2 ﹤0.01%
125
656
$2 ﹤0.01%
+75
657
$2 ﹤0.01%
49
658
$2 ﹤0.01%
75
659
$2 ﹤0.01%
200
660
$1 ﹤0.01%
15
661
$1 ﹤0.01%
22
662
$1 ﹤0.01%
100
663
$1 ﹤0.01%
+142
664
$1 ﹤0.01%
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665
$1 ﹤0.01%
28
666
$1 ﹤0.01%
35
667
$1 ﹤0.01%
15
668
$1 ﹤0.01%
62
669
$1 ﹤0.01%
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670
$1 ﹤0.01%
100
671
$1 ﹤0.01%
25
672
$1 ﹤0.01%
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673
$1 ﹤0.01%
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674
$1 ﹤0.01%
15
675
$0 ﹤0.01%
13
25 26
27
28 29