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
$469M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$699K

Top Sells

1
+$1.94M
2
+$1.28M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$824K
5
RISN icon
Inspire Capital Appreciation ETF
RISN
+$766K

Sector Composition

1 Technology 16.7%
2 Healthcare 8.47%
3 Industrials 6.17%
4 Communication Services 5%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$188K 0.04%
8,261
227
$185K 0.04%
1,200
228
$184K 0.04%
790
-14
229
$182K 0.04%
1,471
230
$173K 0.04%
2,800
-1,273
231
$168K 0.04%
1,608
-65
232
$161K 0.03%
3,428
233
$159K 0.03%
3,356
234
$158K 0.03%
1,500
-39
235
$155K 0.03%
1,422
236
$153K 0.03%
49,100
237
$150K 0.03%
185
+4
238
$148K 0.03%
1,000
239
$147K 0.03%
2,070
240
$145K 0.03%
270
241
$140K 0.03%
3,050
242
$140K 0.03%
719
243
$140K 0.03%
4,942
-120
244
$139K 0.03%
1,426
-501
245
$139K 0.03%
1,355
246
$138K 0.03%
205
247
$138K 0.03%
2,300
-600
248
$138K 0.03%
4,659
+2,438
249
$137K 0.03%
2,000
250
$137K 0.03%
905
+66
8 9
10
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