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
751
$1.68K ﹤0.01%
833
752
$1.68K ﹤0.01%
36
753
$1.64K ﹤0.01%
32
-1
754
$1.63K ﹤0.01%
+1
755
$1.6K ﹤0.01%
100
756
$1.58K ﹤0.01%
47
757
$1.58K ﹤0.01%
26
758
$1.54K ﹤0.01%
75
759
$1.54K ﹤0.01%
25
+13
760
$1.49K ﹤0.01%
100
761
$1.48K ﹤0.01%
+500
762
$1.48K ﹤0.01%
55
763
$1.47K ﹤0.01%
65
764
$1.43K ﹤0.01%
131
+69
765
$1.42K ﹤0.01%
1,200
766
$1.4K ﹤0.01%
31
767
$1.4K ﹤0.01%
15
768
$1.35K ﹤0.01%
100
769
$1.31K ﹤0.01%
34
770
$1.22K ﹤0.01%
150
771
$1.14K ﹤0.01%
53
772
$1.12K ﹤0.01%
300
773
$1.09K ﹤0.01%
15
774
$1.06K ﹤0.01%
31
775
$1.04K ﹤0.01%
33
29 30
31
32 33