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
$153M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$455K
3
+$430K
4
ALXN
Alexion Pharmaceuticals
ALXN
+$346K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$263K

Top Sells

1
+$65.5M
2
+$1.47M
3
+$468K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$421K
5
META icon
Meta Platforms (Facebook)
META
+$354K

Sector Composition

1 Technology 12.06%
2 Industrials 11.93%
3 Healthcare 11.54%
4 Consumer Discretionary 5.18%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$98.3K 0.06%
2,200
202
$97.5K 0.06%
5,850
203
$97.2K 0.06%
3,370
204
$95.3K 0.06%
3,425
-370
205
$92.6K 0.06%
4,395
206
$90.5K 0.06%
1,313
207
$90K 0.06%
1,094
+100
208
$89.8K 0.06%
5,013
+40
209
$89.2K 0.06%
773
+114
210
$88.8K 0.06%
280
211
$88.6K 0.06%
1,600
212
$88.4K 0.06%
46
213
$87.4K 0.06%
5,400
214
$85.7K 0.06%
1,982
-228
215
$84.6K 0.06%
5,600
216
$84.4K 0.06%
708
217
$83.6K 0.05%
2,432
218
$83.4K 0.05%
+3,068
219
$81.1K 0.05%
1,305
220
$81.1K 0.05%
1,284
221
$76.6K 0.05%
3,808
222
$75.6K 0.05%
721
223
$75.5K 0.05%
700
224
$75.3K 0.05%
2,000
225
$74.6K 0.05%
970
-900
7 8
9
10 11