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
$44.2M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$133K
3
+$103K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$96.4K
5
ARKK icon
ARK Innovation ETF
ARKK
+$78.5K

Top Sells

1
+$831K
2
+$99K
3
+$80.6K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72K
5
AMZN icon
Amazon
AMZN
+$64.9K

Sector Composition

1 Technology 23.48%
2 Industrials 9.51%
3 Communication Services 7.79%
4 Consumer Discretionary 7.69%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$573 ﹤0.01%
5,743
-13,550
227
$555 ﹤0.01%
7,908
+424
228
$529 ﹤0.01%
6,860
229
$521 ﹤0.01%
5,116
+2,316
230
$517 ﹤0.01%
2,307
+177
231
$477 ﹤0.01%
3,085
232
$474 ﹤0.01%
6,390
233
$461 ﹤0.01%
49,165
+1,900
234
$438 ﹤0.01%
4,281
+1
235
$426 ﹤0.01%
7,552
-16,522
236
$425 ﹤0.01%
7,895
+2,201
237
$394 ﹤0.01%
2,370
238
$390 ﹤0.01%
4,310
+1,679
239
$381 ﹤0.01%
8,950
240
$372 ﹤0.01%
2,327
+7
241
$366 ﹤0.01%
3,491
-115
242
$351 ﹤0.01%
1,800
243
$335 ﹤0.01%
5,510
-20
244
$333 ﹤0.01%
10,131
+651
245
$331 ﹤0.01%
39,665
-6,000
246
$331 ﹤0.01%
10,902
+2,525
247
$330 ﹤0.01%
3,350
248
$323 ﹤0.01%
1,178
+3
249
$312 ﹤0.01%
6,995
+650
250
$298 ﹤0.01%
1,500
8 9
10
11 12