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
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$71.2K 0.03%
4,973
+4,750
227
$70.3K 0.03%
848
+67
228
$70.2K 0.03%
1,500
-100
229
$70.1K 0.03%
607
-1,989
230
$70.1K 0.03%
+1,305
231
$69K 0.03%
+1,600
232
$68.8K 0.03%
3,000
233
$68.5K 0.03%
1,284
-96
234
$68.1K 0.03%
+1,725
235
$65.6K 0.03%
2,748
+948
236
$64.9K 0.03%
3,500
237
$64.9K 0.03%
1,210
+378
238
$63.7K 0.03%
1,000
+200
239
$61.9K 0.03%
700
+495
240
$61.2K 0.03%
325
241
$60.4K 0.03%
908
+375
242
$59.8K 0.03%
+1,170
243
$58.7K 0.03%
2,425
+1,000
244
$58.3K 0.03%
3,300
+500
245
$58.3K 0.03%
+2,714
246
$57.2K 0.03%
3,300
+450
247
$55.6K 0.03%
5,850
+1,724
248
$55K 0.03%
564
+500
249
$54.6K 0.03%
500
+100
250
$53.1K 0.03%
+1,131
8 9
10
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