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
726
$2.65K ﹤0.01%
+100
727
$2.59K ﹤0.01%
115
728
$2.58K ﹤0.01%
263
729
$2.56K ﹤0.01%
233
730
$2.54K ﹤0.01%
5
-20
731
$2.47K ﹤0.01%
60
732
$2.47K ﹤0.01%
16
-46
733
$2.43K ﹤0.01%
126
734
$2.42K ﹤0.01%
+63
735
$2.4K ﹤0.01%
140
-425
736
$2.35K ﹤0.01%
+40
737
– –
0
738
$2.25K ﹤0.01%
+500
739
$2.23K ﹤0.01%
62
740
$2.21K ﹤0.01%
100
741
$2.15K ﹤0.01%
100
742
$2.14K ﹤0.01%
50
743
$2.12K ﹤0.01%
200
744
$2.1K ﹤0.01%
55
745
$2.1K ﹤0.01%
4
746
$1.94K ﹤0.01%
+243
747
$1.9K ﹤0.01%
42
-21
748
$1.78K ﹤0.01%
155
749
$1.73K ﹤0.01%
100
750
$1.7K ﹤0.01%
100
28 29
30
31 32