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
$313M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$14.2M
3
+$7.76M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.01M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.31M

Top Sells

1
+$8.56M
2
+$2.91M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.6M

Sector Composition

1 Technology 40.36%
2 Industrials 8.19%
3 Healthcare 7.3%
4 Consumer Discretionary 3.7%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$75.8K 0.02%
475
+200
227
$75.6K 0.02%
501
228
$75.5K 0.02%
281
+5
229
$75.4K 0.02%
3,306
-231
230
$74.2K 0.02%
465
231
$74.1K 0.02%
2,400
-600
232
$70.8K 0.02%
600
+100
233
$70.2K 0.02%
1,000
-1,000
234
$69.2K 0.02%
581
+200
235
$69.1K 0.02%
1,957
+178
236
$67.5K 0.02%
1,128
-189
237
$66.7K 0.02%
738
+20
238
$65.4K 0.02%
1,000
239
$65.4K 0.02%
1,652
240
$65.3K 0.02%
398
241
$64.9K 0.02%
7,581
+3,773
242
$63.7K 0.02%
885
243
$62.5K 0.02%
751
244
$60.9K 0.02%
600
245
$59.5K 0.02%
748
-93
246
$58.4K 0.02%
1,000
247
$56.8K 0.02%
1,802
248
$56.5K 0.02%
3,500
249
$56.1K 0.02%
500
+100
250
$56K 0.02%
1,553
+1,253
8 9
10
11 12