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
$45.6M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$129K
3
+$126K
4
DASH icon
DoorDash
DASH
+$115K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$111K

Top Sells

1
+$1.63M
2
+$957K
3
+$338K
4
AAPL icon
Apple
AAPL
+$247K
5
ABBV icon
AbbVie
ABBV
+$51K

Sector Composition

1 Technology 23.02%
2 Industrials 9.32%
3 Communication Services 7.5%
4 Consumer Discretionary 7.49%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$625 ﹤0.01%
7,860
+1,317
227
$620 ﹤0.01%
36,290
+30,010
228
$617 ﹤0.01%
47,265
+11,300
229
$612 ﹤0.01%
126,029
+91,367
230
$580 ﹤0.01%
7,484
+3
231
$574 ﹤0.01%
6,390
232
$533 ﹤0.01%
3,085
233
$481 ﹤0.01%
8,950
234
$461 ﹤0.01%
3,606
-597
235
$459 ﹤0.01%
4,280
+101
236
$450 ﹤0.01%
+2,320
237
$420 ﹤0.01%
1,500
238
$413 ﹤0.01%
3,106
239
$396 ﹤0.01%
2,370
240
$377 ﹤0.01%
2,800
+2,760
241
$363 ﹤0.01%
1,800
242
$355 ﹤0.01%
8,377
+4,540
243
$353 ﹤0.01%
11,915
-8,435
244
$352 ﹤0.01%
5,530
-100
245
$351 ﹤0.01%
1,175
246
$345 ﹤0.01%
9,480
+1,975
247
$337 ﹤0.01%
1,172
+99
248
$326 ﹤0.01%
5,694
-646
249
$317 ﹤0.01%
6,345
+545
250
$317 ﹤0.01%
8,316
+3,798
8 9
10
11 12