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
776
$1.04K ﹤0.01%
132
777
$970 ﹤0.01%
200
778
$939 ﹤0.01%
150
779
$902 ﹤0.01%
25
780
$756 ﹤0.01%
15
781
$699 ﹤0.01%
300
782
$657 ﹤0.01%
9
783
$558 ﹤0.01%
+29
784
$508 ﹤0.01%
40
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$488 ﹤0.01%
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786
$488 ﹤0.01%
1
787
$460 ﹤0.01%
+48
788
$438 ﹤0.01%
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789
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100
790
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10
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+8
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$170 ﹤0.01%
2
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$32 ﹤0.01%
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796
$27 ﹤0.01%
+8
797
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0
798
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799
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800
– –
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