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
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$956K
3
+$900K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$620K
5
W icon
Wayfair
W
+$587K

Top Sells

1
+$453K
2
+$210K
3
+$201K
4
GE icon
GE Aerospace
GE
+$160K
5
QCOM icon
Qualcomm
QCOM
+$152K

Sector Composition

1 Technology 12.12%
2 Industrials 11.32%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$5.23K ﹤0.01%
151
677
$5.18K ﹤0.01%
100
678
$5.14K ﹤0.01%
25
679
$5.11K ﹤0.01%
+70
680
$5.05K ﹤0.01%
202
681
$4.96K ﹤0.01%
514
682
$4.92K ﹤0.01%
350
683
$4.89K ﹤0.01%
76
-61
684
$4.85K ﹤0.01%
+270
685
$4.83K ﹤0.01%
+100
686
$4.82K ﹤0.01%
132
+1
687
$4.7K ﹤0.01%
+87
688
$4.61K ﹤0.01%
86
689
$4.48K ﹤0.01%
53
690
$4.41K ﹤0.01%
193
-33
691
$4.38K ﹤0.01%
106
692
$4.36K ﹤0.01%
+200
693
$4.35K ﹤0.01%
275
-500
694
$4.32K ﹤0.01%
108
695
$4.32K ﹤0.01%
200
696
$4.28K ﹤0.01%
12
697
$4.26K ﹤0.01%
+113
698
$4.24K ﹤0.01%
540
699
$4.22K ﹤0.01%
+64
700
$4.2K ﹤0.01%
100
26 27
28
29 30