WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
829
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$455K
3
+$415K
4
ALXN
Alexion Pharmaceuticals
ALXN
+$368K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$264K

Top Sells

1
+$64.3M
2
+$1.54M
3
+$475K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$426K
5
META icon
Meta Platforms (Facebook)
META
+$366K

Sector Composition

1 Technology 12.81%
2 Healthcare 11.54%
3 Industrials 11.18%
4 Consumer Discretionary 5.18%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3.75K ﹤0.01%
100
702
$3.47K ﹤0.01%
26
703
$3.47K ﹤0.01%
228
+1
704
$3.45K ﹤0.01%
200
-65
705
$3.44K ﹤0.01%
150
706
$3.35K ﹤0.01%
100
707
$3.34K ﹤0.01%
39
708
$3.24K ﹤0.01%
108
709
$3.24K ﹤0.01%
100
710
$3.23K ﹤0.01%
60
711
$3.22K ﹤0.01%
40
712
$3.19K ﹤0.01%
+73
713
$3.08K ﹤0.01%
200
714
$3.06K ﹤0.01%
26
-150
715
$3.04K ﹤0.01%
119
716
$3.02K ﹤0.01%
150
717
$3K ﹤0.01%
+136
718
$2.86K ﹤0.01%
53
-1,000
719
$2.85K ﹤0.01%
38
720
$2.85K ﹤0.01%
300
721
$2.81K ﹤0.01%
2
722
$2.79K ﹤0.01%
30
723
$2.78K ﹤0.01%
497
724
$2.78K ﹤0.01%
52
725
$2.69K ﹤0.01%
100
27 28
29
30 31