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
126
$223K 0.15%
5,503
+1
127
$220K 0.14%
7,213
-303
128
$218K 0.14%
8,000
+2,000
129
$217K 0.14%
44,600
+1,250
130
$216K 0.14%
4,150
131
$215K 0.14%
2,312
+84
132
$208K 0.14%
9,875
+9,575
133
$200K 0.13%
3,600
+500
134
$196K 0.13%
4,000
+200
135
$193K 0.13%
6,816
+3,780
136
$190K 0.12%
2,431
137
$186K 0.12%
1,342
138
$185K 0.12%
4,163
+107
139
$184K 0.12%
1,700
-200
140
$182K 0.12%
3,036
+198
141
$181K 0.12%
2,550
142
$177K 0.12%
3,470
+1,540
143
$177K 0.12%
1,148
+400
144
$176K 0.12%
413
145
$176K 0.11%
4,495
+741
146
$173K 0.11%
2,602
-2
147
$168K 0.11%
1,114
+3
148
$168K 0.11%
1,835
+3
149
$167K 0.11%
+7,900
150
$165K 0.11%
1,500
4 5
6
7 8