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
801
$1.18K ﹤0.01%
200
802
$1.16K ﹤0.01%
131
803
$1.16K ﹤0.01%
15
804
$1.06K ﹤0.01%
33
805
$1.05K ﹤0.01%
25
806
$1.05K ﹤0.01%
132
807
$1.03K ﹤0.01%
31
808
$990 ﹤0.01%
53
809
$955 ﹤0.01%
150
810
$938 ﹤0.01%
15
811
$851 ﹤0.01%
43
812
$775 ﹤0.01%
15
813
$747 ﹤0.01%
12
814
$732 ﹤0.01%
150
815
$634 ﹤0.01%
200
816
$493 ﹤0.01%
1
817
$429 ﹤0.01%
+30
818
$346 ﹤0.01%
40
819
$270 ﹤0.01%
29
820
$238 ﹤0.01%
13
821
$190 ﹤0.01%
10
822
$151 ﹤0.01%
9
823
$138 ﹤0.01%
2
824
$29 ﹤0.01%
8
825
$23 ﹤0.01%
2
31 32
33
34 35