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
$43.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.43M
3
+$1.19M
4
PARA
Paramount Global Class B
PARA
+$882K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$812K

Top Sells

1
+$2.28M
2
+$990K
3
+$831K
4
ORCL icon
Oracle
ORCL
+$300K
5
BX icon
Blackstone
BX
+$262K

Sector Composition

1 Technology 19.65%
2 Industrials 10.36%
3 Communication Services 8.49%
4 Consumer Discretionary 8.44%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$54.5K 0.13%
7,520
-1,650
77
$50.7K 0.12%
+325
78
$50K 0.12%
2,500
79
$48K 0.11%
1,240
-110
80
$47.4K 0.11%
1,031
-400
81
$47.2K 0.11%
2,956
82
$45.8K 0.11%
500
-400
83
$45.7K 0.11%
26,295
+854
84
$44.2K 0.1%
1,599
-1,137
85
$44.1K 0.1%
1,296
+31
86
$42.5K 0.1%
1,052
87
$42.4K 0.1%
3,260
+160
88
$41.6K 0.1%
3,760
89
$40.5K 0.09%
1,655
-120
90
$39.3K 0.09%
2,910
+100
91
$38.3K 0.09%
1,225
+93
92
$36.3K 0.08%
306
+16
93
$35.4K 0.08%
400
-50
94
$34.5K 0.08%
2,319
-159
95
$31.1K 0.07%
100
96
$29K 0.07%
720
+440
97
$28.8K 0.07%
356
98
$28.8K 0.07%
4,650
-1,000
99
$28.1K 0.07%
22,550
+21,350
100
$27.5K 0.06%
1,810
2 3
4
5 6