WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.6M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.67M
3
+$1.63M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$934K
5
VUG icon
Vanguard Growth ETF
VUG
+$896K

Top Sells

1
+$675K
2
+$555K
3
+$495K
4
PARA
Paramount Global Class B
PARA
+$462K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$402K

Sector Composition

1 Technology 22.99%
2 Industrials 11.68%
3 Healthcare 7.65%
4 Consumer Discretionary 6.24%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5 ﹤0.01%
368
-600
652
$5 ﹤0.01%
2,150
+1,200
653
$5 ﹤0.01%
200
654
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225
655
$5 ﹤0.01%
700
656
$4 ﹤0.01%
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-1
657
$4 ﹤0.01%
862
658
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84
659
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111
660
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28
661
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95
662
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663
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666
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200
667
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30
668
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669
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673
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674
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675
$4 ﹤0.01%
10
25 26
27
28 29