WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
51
$799K 0.52%
18,423
+342
52
$796K 0.52%
7,077
+1,120
53
$788K 0.51%
4,085
+75
54
$761K 0.5%
13,849
+60
55
$734K 0.48%
5,104
+6
56
$723K 0.47%
23,324
+366
57
$659K 0.43%
8,227
-800
58
$645K 0.42%
11,530
+1
59
$624K 0.41%
5,906
60
$610K 0.4%
19,458
-596
61
$584K 0.38%
10,103
-2,600
62
$580K 0.38%
32,457
+250
63
$579K 0.38%
7,120
+548
64
$569K 0.37%
9,233
+3,271
65
$568K 0.37%
22,837
-5,676
66
$567K 0.37%
5,490
67
$566K 0.37%
36,707
-3,500
68
$565K 0.37%
9,275
+2,055
69
$564K 0.37%
17,804
-38
70
$562K 0.37%
55,650
71
$518K 0.34%
13,150
-100
72
$518K 0.34%
8,983
+15
73
$515K 0.34%
8,336
+200
74
$515K 0.34%
15,315
-1,600
75
$513K 0.33%
15,480
-5
1 2
3
4 5