WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
76
$507K 0.33%
44,750
+3,500
77
$490K 0.32%
3,960
78
$474K 0.31%
4,010
-100
79
$461K 0.3%
3,725
+2,975
80
$454K 0.3%
5,583
-393
81
$454K 0.3%
3,447
+345
82
$451K 0.29%
5,825
+170
83
$442K 0.29%
2,366
84
$430K 0.28%
4,173
-100
85
$428K 0.28%
2,513
+200
86
$425K 0.28%
4,251
87
$423K 0.28%
5,882
+400
88
$394K 0.26%
5,590
89
$394K 0.26%
4,800
90
$389K 0.25%
18,458
-1,000
91
$379K 0.25%
13,500
92
$362K 0.24%
2,522
+117
93
$361K 0.24%
4,567
+100
94
$354K 0.23%
3,098
95
$345K 0.22%
7,065
+3
96
$338K 0.22%
3,879
+67
97
$337K 0.22%
21,249
-2,060
98
$327K 0.21%
4,440
-300
99
$302K 0.2%
2,115
100
$297K 0.19%
2,332
2 3
4
5 6