WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$956K
3
+$900K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$620K
5
W icon
Wayfair
W
+$587K

Top Sells

1
+$453K
2
+$210K
3
+$201K
4
GE icon
GE Aerospace
GE
+$160K
5
QCOM icon
Qualcomm
QCOM
+$152K

Sector Composition

1 Technology 12.12%
2 Industrials 11.32%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.92K ﹤0.01%
+40
752
$2.91K ﹤0.01%
116
-20
753
$2.91K ﹤0.01%
+24
754
$2.86K ﹤0.01%
2
755
$2.82K ﹤0.01%
119
+54
756
$2.81K ﹤0.01%
425
-72
757
$2.79K ﹤0.01%
155
758
$2.77K ﹤0.01%
33
-6
759
$2.73K ﹤0.01%
190
760
$2.71K ﹤0.01%
233
761
$2.63K ﹤0.01%
+33
762
$2.63K ﹤0.01%
63
763
$2.62K ﹤0.01%
22
-4
764
$2.61K ﹤0.01%
100
765
$2.6K ﹤0.01%
28
-5
766
$2.56K ﹤0.01%
700
767
$2.54K ﹤0.01%
14
-2
768
$2.51K ﹤0.01%
+141
769
$2.5K ﹤0.01%
40
-7
770
$2.49K ﹤0.01%
107
-19
771
$2.41K ﹤0.01%
36
-6
772
$2.36K ﹤0.01%
100
773
$2.35K ﹤0.01%
+56
774
$2.32K ﹤0.01%
123
-21
775
$2.28K ﹤0.01%
41
-7
29 30
31
32 33