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
$273M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.68M
3
+$3.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Top Sells

1
+$30.9M
2
+$12.2M
3
+$6.75M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$3.6M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.96M

Sector Composition

1 Technology 36.52%
2 Industrials 7.51%
3 Healthcare 6.93%
4 Consumer Discretionary 4.04%
5 Communication Services 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$86.8K 0.03%
+650
227
$86.1K 0.03%
2,000
228
$86K 0.03%
4,000
229
$85.6K 0.03%
1,300
+375
230
$84.1K 0.03%
+4,059
231
$83.2K 0.03%
1,738
+852
232
$81K 0.03%
700
-100
233
$80.6K 0.03%
+3,600
234
$79.9K 0.03%
1,403
-63,161
235
$79.3K 0.03%
1,200
+78
236
$79.1K 0.03%
1,800
+100
237
$78.8K 0.03%
3,206
-100
238
$78.7K 0.03%
+2,000
239
$78.4K 0.03%
1,475
240
$77.7K 0.03%
2,621
-2,209
241
$76.7K 0.03%
3,118
242
$76.2K 0.03%
1,744
243
$75.6K 0.03%
1,000
-925
244
$74.7K 0.03%
501
245
$74.4K 0.03%
+1,600
246
$74.3K 0.03%
1,500
247
$74.3K 0.03%
715
+650
248
$72.9K 0.03%
+721
249
$72.3K 0.03%
2,700
-1,500
250
$72.2K 0.03%
+737
8 9
10
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