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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
726
$1 ﹤0.01%
269
727
$1 ﹤0.01%
24
728
$1 ﹤0.01%
300
729
$1 ﹤0.01%
30
730
$1 ﹤0.01%
100
731
$1 ﹤0.01%
400
732
$1 ﹤0.01%
62
733
$1 ﹤0.01%
100
734
$1 ﹤0.01%
68
735
$1 ﹤0.01%
100
736
$1 ﹤0.01%
50
737
$1 ﹤0.01%
59
738
$1 ﹤0.01%
29
739
$1 ﹤0.01%
125
740
$1 ﹤0.01%
40
741
$1 ﹤0.01%
24
742
$1 ﹤0.01%
36
743
$1 ﹤0.01%
66
744
$1 ﹤0.01%
36
745
$1 ﹤0.01%
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746
$1 ﹤0.01%
800
-300
747
$1 ﹤0.01%
10,000
748
$0 ﹤0.01%
8
749
$0 ﹤0.01%
7
750
$0 ﹤0.01%
13
28 29
30
31 32