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
151
$163K 0.11%
6,000
152
$162K 0.11%
2,219
+2,094
153
$161K 0.11%
+2,550
154
$161K 0.11%
8,920
-1,534
155
$161K 0.11%
1,065
156
$160K 0.1%
1,680
+40
157
$159K 0.1%
2,779
+190
158
$157K 0.1%
3,000
159
$150K 0.1%
3,479
160
$150K 0.1%
2,146
+349
161
$143K 0.09%
1,745
+566
162
$142K 0.09%
7,376
163
$139K 0.09%
1,008
164
$135K 0.09%
2,808
165
$134K 0.09%
2,686
-337
166
$134K 0.09%
2,858
167
$130K 0.08%
1,425
-1
168
$129K 0.08%
1,536
+8
169
$128K 0.08%
2,180
-1,341
170
$127K 0.08%
3,627
+60
171
$127K 0.08%
2,286
+891
172
$127K 0.08%
1,638
173
$127K 0.08%
1,951
+1
174
$124K 0.08%
1,123
-300
175
$124K 0.08%
1,398
-100
5 6
7
8 9