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
176
$1.47K ﹤0.01%
5,560
-65
177
$1.45K ﹤0.01%
19,920
+16,885
178
$1.41K ﹤0.01%
26,667
+4,670
179
$1.36K ﹤0.01%
1,889
+90
180
$1.28K ﹤0.01%
13,404
+26
181
$1.28K ﹤0.01%
11,328
-99
182
$1.25K ﹤0.01%
85,582
+5,150
183
$1.25K ﹤0.01%
3,113
-179
184
$1.22K ﹤0.01%
41,440
-4,025
185
$1.14K ﹤0.01%
18,490
-410
186
$1.13K ﹤0.01%
1,925
-5
187
$1.1K ﹤0.01%
26
188
$1.09K ﹤0.01%
13,295
+8,088
189
$1.07K ﹤0.01%
4,945
-5
190
$1.01K ﹤0.01%
7,125
+675
191
$912 ﹤0.01%
30,232
-3,000
192
$891 ﹤0.01%
5,965
193
$887 ﹤0.01%
4,300
194
$825 ﹤0.01%
6,100
-50
195
$819 ﹤0.01%
4,459
-4,842
196
$782 ﹤0.01%
8,759
197
$753 ﹤0.01%
7,631
+277
198
$701 ﹤0.01%
32,735
+12,590
199
$689 ﹤0.01%
25,525
+500
200
$674 ﹤0.01%
3,095
-585
6 7
8
9 10