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
126
$11.3K 0.03%
+667
127
$11K 0.03%
326
128
$10.6K 0.02%
4,000
-2,000
129
$10.6K 0.02%
1,611
-226
130
$10.4K 0.02%
2,100
131
$10.1K 0.02%
1,100
+600
132
$9.97K 0.02%
2,000
+1,000
133
$9.95K 0.02%
12,100
-1,000
134
$9.9K 0.02%
44,422
+6,593
135
$9.79K 0.02%
75
136
$9.75K 0.02%
127
137
$9.47K 0.02%
916
138
$8.56K 0.02%
320
139
$8.32K 0.02%
400
140
$8.25K 0.02%
600
141
$7.04K 0.02%
4,520
+650
142
$7.01K 0.02%
2,036
+239
143
$6.52K 0.02%
100
144
$6.11K 0.01%
300
145
$5.74K 0.01%
15,601
+1,789
146
$5.71K 0.01%
+100
147
$5.55K 0.01%
2,520
148
$5.45K 0.01%
150
149
$5.44K 0.01%
1,707
150
$5.22K 0.01%
350
4 5
6
7 8