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
101
$297K 0.19%
1,040
102
$297K 0.19%
15,217
+632
103
$292K 0.19%
8,296
+2,000
104
$292K 0.19%
22,470
-7,093
105
$291K 0.19%
2,896
+71
106
$291K 0.19%
23,250
-200
107
$291K 0.19%
8,204
-1,280
108
$287K 0.19%
30
+2
109
$283K 0.18%
7,775
110
$281K 0.18%
4,382
111
$274K 0.18%
1,666
+9
112
$270K 0.18%
4,596
+1,108
113
$269K 0.18%
2,500
114
$265K 0.17%
3,210
115
$264K 0.17%
14,340
+300
116
$263K 0.17%
5,941
-48
117
$253K 0.17%
3,694
+8
118
$251K 0.16%
2,424
-550
119
$246K 0.16%
68,900
120
$245K 0.16%
1,668
-403
121
$240K 0.16%
1,750
122
$237K 0.15%
2,898
-149
123
$235K 0.15%
970
+124
124
$233K 0.15%
1,200
-50
125
$224K 0.15%
7,353
-784
3 4
5
6 7