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
101
$27.5K 0.06%
408
102
$26.4K 0.06%
2,700
+100
103
$22.7K 0.05%
1,000
104
$22.2K 0.05%
32,338
+3,874
105
$22.1K 0.05%
1,510
+122
106
$21.9K 0.05%
107
-29
107
$21.3K 0.05%
16,790
+635
108
$20.9K 0.05%
313,720
+41,405
109
$19.4K 0.04%
3,918
110
$19.4K 0.04%
1,309
111
$19.2K 0.04%
386
112
$19.1K 0.04%
200
113
$17.9K 0.04%
12
114
$17.2K 0.04%
4,100
115
$17.2K 0.04%
3,450
-200
116
$17.1K 0.04%
600
117
$17K 0.04%
2,999
+112
118
$16.7K 0.04%
420
+75
119
$16.4K 0.04%
3,000
-350
120
$15.6K 0.04%
52
121
$15.4K 0.04%
210
122
$13.7K 0.03%
550
123
$13.2K 0.03%
119,025
+42,250
124
$12.9K 0.03%
4,425
-2,500
125
$11.8K 0.03%
968
3 4
5
6 7