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
1
$8.75M 5.71%
80,296
+9,581
2
$7.71M 5.03%
61,840
-3,417
3
$6.9M 4.5%
113,795
+4,360
4
$5.83M 3.81%
160,864
-1,771,920
5
$5.74M 3.74%
21,908
-5,894
6
$4.37M 2.85%
47,231
+450
7
$2.82M 1.84%
24,437
+3,594
8
$2.75M 1.79%
19,832
-2,240
9
$2.69M 1.76%
65,872
+476
10
$2.57M 1.68%
37,078
+666
11
$2.36M 1.54%
27,956
+5,386
12
$2.04M 1.33%
31,843
+3,798
13
$1.88M 1.22%
13,310
-700
14
$1.77M 1.16%
13,434
-310
15
$1.66M 1.08%
35,800
-10,220
16
$1.61M 1.05%
9,341
-440
17
$1.6M 1.05%
64,053
+7,229
18
$1.54M 1%
22,005
+985
19
$1.38M 0.9%
24,902
-110
20
$1.36M 0.89%
8,888
-2,384
21
$1.36M 0.88%
6,193
+105
22
$1.33M 0.87%
45,855
+4,175
23
$1.29M 0.84%
27,140
+980
24
$1.25M 0.82%
25,160
-4,900
25
$1.24M 0.81%
37,100
+60
1
2 3 4 5