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
151
$4.96K 0.01%
300
152
$4.9K 0.01%
559,249
+18,100
153
$4.11K 0.01%
2,938
+57
154
$3.7K 0.01%
101,800
+15,275
155
$3.4K 0.01%
11,665
+280
156
$3.31K 0.01%
1,591
+104
157
$3.29K 0.01%
500
158
$3.02K 0.01%
9,466
+690
159
$2.91K 0.01%
26
160
$2.88K 0.01%
29,645
-2,950
161
$2.73K 0.01%
35,563
+5,200
162
$2.72K 0.01%
19,792
+197
163
$2.53K 0.01%
53,035
+285
164
$2.41K 0.01%
28,005
+2,992
165
$2.17K 0.01%
14,026
-47
166
$2.1K ﹤0.01%
14,545
-10
167
$2.07K ﹤0.01%
520
168
$2.06K ﹤0.01%
16,819
+2,072
169
$1.99K ﹤0.01%
40,192
+4,024
170
$1.87K ﹤0.01%
67,750
+8,625
171
$1.84K ﹤0.01%
18,893
-225
172
$1.67K ﹤0.01%
32,339
+4,425
173
$1.64K ﹤0.01%
324
174
$1.56K ﹤0.01%
6,594
-125
175
$1.55K ﹤0.01%
12,456
-80
5 6
7
8 9