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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
$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%
70
652
$5 ﹤0.01%
300
653
$5 ﹤0.01%
1,210
654
$5 ﹤0.01%
368
-600
655
$5 ﹤0.01%
2,150
+1,200
656
$4 ﹤0.01%
77
657
$4 ﹤0.01%
50
658
$4 ﹤0.01%
111
+1
659
$4 ﹤0.01%
100
660
$4 ﹤0.01%
175
661
$4 ﹤0.01%
200
662
$4 ﹤0.01%
30
663
$4 ﹤0.01%
305
664
$4 ﹤0.01%
500
-300
665
$4 ﹤0.01%
38
666
$4 ﹤0.01%
118
667
$4 ﹤0.01%
28
668
$4 ﹤0.01%
214
669
$4 ﹤0.01%
10
670
$4 ﹤0.01%
95
671
$4 ﹤0.01%
28
672
$4 ﹤0.01%
142
673
$4 ﹤0.01%
107
674
$4 ﹤0.01%
283
675
$4 ﹤0.01%
173
-1
25 26
27
28 29