WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.15M
3
+$2.54M
4
GLD icon
SPDR Gold Trust
GLD
+$1.91M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.4M

Top Sells

1
+$11.2M
2
+$10.1M
3
+$3.27M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.12M
5
HAR
Harman International Industries
HAR
+$778K

Sector Composition

1 Technology 38.77%
2 Industrials 8.71%
3 Healthcare 7.83%
4 Consumer Discretionary 3.68%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53K 0.03%
3,375
-750
252
$52.8K 0.03%
1,008
-146
253
$52.8K 0.03%
500
254
$52.8K 0.03%
1,054
+402
255
$51.7K 0.02%
936
+889
256
$51.5K 0.02%
865
+600
257
$50.9K 0.02%
1,110
258
$50.9K 0.02%
390
+150
259
$50.8K 0.02%
1,000
-204
260
$50.1K 0.02%
+776
261
$49.2K 0.02%
885
+100
262
$48.7K 0.02%
+350
263
$48.4K 0.02%
+901
264
$47K 0.02%
1,762
+604
265
$46.3K 0.02%
215
266
$45.9K 0.02%
718
+125
267
$45.6K 0.02%
+1,300
268
$45.4K 0.02%
1,400
-1,379
269
$44.6K 0.02%
420
+60
270
$44.3K 0.02%
839
-59
271
$44.2K 0.02%
400
+347
272
$43.7K 0.02%
994
273
$43K 0.02%
832
+102
274
$42.3K 0.02%
+1,255
275
$39.8K 0.02%
+288
9 10
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