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
$153M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$455K
3
+$430K
4
ALXN
Alexion Pharmaceuticals
ALXN
+$346K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$263K

Top Sells

1
+$65.5M
2
+$1.47M
3
+$468K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$421K
5
META icon
Meta Platforms (Facebook)
META
+$354K

Sector Composition

1 Technology 12.06%
2 Industrials 11.93%
3 Healthcare 11.54%
4 Consumer Discretionary 5.18%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4.64K ﹤0.01%
76
677
$4.6K ﹤0.01%
+151
678
$4.6K ﹤0.01%
34
679
$4.58K ﹤0.01%
101
680
$4.58K ﹤0.01%
+200
681
$4.58K ﹤0.01%
226
682
$4.51K ﹤0.01%
3
683
$4.44K ﹤0.01%
+569
684
$4.4K ﹤0.01%
1,000
-1,500
685
$4.4K ﹤0.01%
+200
686
$4.37K ﹤0.01%
97
687
$4.29K ﹤0.01%
129
+1
688
$4.24K ﹤0.01%
106
689
$4.2K ﹤0.01%
100
690
$4.15K ﹤0.01%
47
691
$4.04K ﹤0.01%
12
+8
692
$3.93K ﹤0.01%
+39
693
$3.91K ﹤0.01%
105
694
$3.91K ﹤0.01%
155
+79
695
$3.88K ﹤0.01%
53
696
$3.88K ﹤0.01%
514
697
$3.87K ﹤0.01%
100
698
$3.86K ﹤0.01%
4,636
699
$3.81K ﹤0.01%
500
700
$3.8K ﹤0.01%
192
26 27
28
29 30