WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.3M
3
+$2.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.97M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M

Top Sells

1
+$11.2M
2
+$9.98M
3
+$3.28M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.11M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 39.27%
2 Industrials 8.25%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72.2K 0.03%
1,000
227
$71.2K 0.03%
4,973
+4,750
228
$70.3K 0.03%
848
+67
229
$70.2K 0.03%
1,500
-100
230
$70.1K 0.03%
607
-1,989
231
$70.1K 0.03%
+1,305
232
$69K 0.03%
+1,600
233
$68.8K 0.03%
3,000
234
$68.5K 0.03%
1,284
-96
235
$68.1K 0.03%
+1,725
236
$65.6K 0.03%
2,748
+948
237
$64.9K 0.03%
3,500
238
$64.9K 0.03%
1,210
+378
239
$63.7K 0.03%
1,000
+200
240
$61.9K 0.03%
700
+495
241
$61.2K 0.03%
325
242
$60.4K 0.03%
908
+375
243
$59.8K 0.03%
+1,170
244
$58.7K 0.03%
2,425
+1,000
245
$58.3K 0.03%
3,300
+500
246
$58.3K 0.03%
+2,714
247
$57.2K 0.03%
3,300
+450
248
$55.6K 0.03%
5,850
+1,724
249
$55K 0.03%
564
+500
250
$54.6K 0.03%
500
+100
8 9
10
11 12