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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
776
– –
-1,150
777
$0 ﹤0.01%
98
778
– –
-2,500
779
$0 ﹤0.01%
38
780
– –
-2,560
781
– –
-1,500
782
– –
-884
783
– –
-1,037
784
$0 ﹤0.01%
28
785
$0 ﹤0.01%
80
786
$0 ﹤0.01%
8
-100
787
$0 ﹤0.01%
25
788
$0 ﹤0.01%
35
789
$0 ﹤0.01%
50
790
$0 ﹤0.01%
50
791
$0 ﹤0.01%
9
792
$0 ﹤0.01%
7
793
$0 ﹤0.01%
66
794
$0 ﹤0.01%
100
795
$0 ﹤0.01%
42
796
$0 ﹤0.01%
10
797
$0 ﹤0.01%
517
798
– –
-52
799
– –
-800
800
$0 ﹤0.01%
12
29 30 31
32
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