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
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$130K 0.04%
1,472
+1
227
$130K 0.04%
1,428
-130
228
$127K 0.04%
719
229
$126K 0.04%
1,158
-32
230
$125K 0.04%
7,218
231
$124K 0.04%
673
232
$124K 0.04%
1,000
233
$120K 0.03%
1,000
234
$120K 0.03%
2,353
235
$118K 0.03%
3,163
+850
236
$117K 0.03%
2,662
+1
237
$117K 0.03%
921
238
$116K 0.03%
2,502
239
$115K 0.03%
3,697
240
$113K 0.03%
821
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241
$113K 0.03%
2,117
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242
$111K 0.03%
1,114
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243
$109K 0.03%
1,603
244
$107K 0.03%
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245
$106K 0.03%
3,000
246
$105K 0.03%
620
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247
$104K 0.03%
738
248
$103K 0.03%
693
249
$102K 0.03%
2,050
250
$102K 0.03%
1,894
8 9
10
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