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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
676
$4 ﹤0.01%
862
677
$4 ﹤0.01%
43
678
$4 ﹤0.01%
84
679
$4 ﹤0.01%
111
680
$4 ﹤0.01%
103
+1
681
$3 ﹤0.01%
100
682
$3 ﹤0.01%
242
683
$3 ﹤0.01%
+205
684
$3 ﹤0.01%
50
685
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100
686
$3 ﹤0.01%
25
687
$3 ﹤0.01%
30
688
$3 ﹤0.01%
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689
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26
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$3 ﹤0.01%
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$3 ﹤0.01%
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692
$3 ﹤0.01%
422
693
$3 ﹤0.01%
350
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$3 ﹤0.01%
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$3 ﹤0.01%
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$3 ﹤0.01%
600
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$3 ﹤0.01%
300
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$3 ﹤0.01%
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699
$3 ﹤0.01%
198
700
$3 ﹤0.01%
95
26 27
28
29 30